LifeSteps Financial’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $492K | Buy |
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|
2025
Q2 | $451K | Hold |
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|
2025
Q1 | $379K | Sell |
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|
2024
Q4 | $423K | Sell |
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|
2024
Q3 | $438K | Hold |
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|
2024
Q2 | $421K | Hold |
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|
2024
Q1 | $405K | Hold |
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|
2023
Q4 | $339K | Buy |
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|
2023
Q3 | $299K | Hold |
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|
2023
Q2 | $309K | Hold |
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|
2023
Q1 | $297K | Hold |
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|
2022
Q4 | $312K | Sell |
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|
2022
Q3 | $282K | Hold |
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|
2022
Q2 | $294K | Hold |
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|
2022
Q1 | $362K | Sell |
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|
2021
Q4 | $397K | Hold |
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|
2021
Q3 | $384K | Hold |
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|
2021
Q2 | $379K | Hold |
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|
2021
Q1 | $352K | Hold |
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|
2020
Q4 | $353K | Hold |
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|
2020
Q3 | $322K | Hold |
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|
2020
Q2 | $286K | Sell |
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|
2020
Q1 | $253K | Sell |
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|
2019
Q4 | $326K | Buy |
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