Lodestone Wealth Management’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 | $1.58M | Sell |
6,591
-102
| -2% | -$24.5K | 0.77% | 43 |
|
|
2025
Q1 | $1.35M | Sell |
6,693
-183
| -3% | -$37K | 0.72% | 50 |
|
|
2024
Q4 | $1.42M | Sell |
6,876
-17
| -0.2% | -$3.52K | 0.71% | 52 |
|
|
2024
Q3 | $1.4M | Buy |
6,893
+1,650
| +31% | +$335K | 0.7% | 54 |
|
|
2024
Q2 | $1.02M | Buy |
5,243
+148
| +3% | +$28.8K | 0.54% | 61 |
|
|
2024
Q1 | $955K | Buy |
5,095
+220
| +5% | +$41.2K | 0.5% | 61 |
|
|
2023
Q4 | $765K | Buy |
4,875
+260
| +6% | +$40.8K | 0.44% | 65 |
|
|
2023
Q3 | $645K | Buy |
4,615
+1,424
| +45% | +$199K | 0.45% | 58 |
|
|
2023
Q2 | $460K | Buy |
+3,191
| New | +$460K | 0.32% | 80 |
|