LGT Financial Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.7K | Sell |
260
-9
| -3% | -$2.17K | 0.16% | 93 |
|
|
2025
Q1 | $54.5K | Sell |
269
-10
| -4% | -$2.03K | 0.17% | 97 |
|
|
2024
Q4 | $57.8K | Buy |
+279
| New | +$57.8K | 0.13% | 136 |
|
|
2024
Q2 | – | Sell |
-101
| Closed | -$18.9K | – | 835 |
|
|
2024
Q1 | $18.9K | Hold |
101
| – | – | 0.02% | 370 |
|
|
2023
Q4 | $15.8K | Sell |
101
-255
| -72% | -$40K | 0.02% | 393 |
|
|
2023
Q3 | $49.7K | Hold |
356
| – | – | 0.06% | 219 |
|
|
2023
Q2 | $51.4K | Buy |
+356
| New | +$51.4K | 0.05% | 161 |
|
|
2023
Q1 | – | Sell |
-1,763
| Closed | -$257K | – | 160 |
|
|
2022
Q4 | $257K | Buy |
+1,763
| New | +$257K | 0.3% | 76 |
|