Lloyd Advisory Services’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
Q2 | $1.9M | Sell |
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|
2025
Q1 | $1.7M | Buy |
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|
2024
Q4 | $280K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $4.04M | Buy |
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|
2021
Q4 | $194K | Sell |
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|
2021
Q3 | $3.83M | Buy |
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|
2021
Q2 | $152K | Buy |
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|
2021
Q1 | $7K | Sell |
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|
2020
Q4 | $60K | Sell |
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|
2020
Q3 | $1.74M | Buy |
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|
2020
Q2 | $1.34M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $32K | Buy |
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