MAI Capital Management’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 | $2.72M | Buy |
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|
2025
Q2 | $2.51M | Buy |
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|
2025
Q1 | $2.1M | Sell |
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|
2024
Q4 | $2.3M | Sell |
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|
2024
Q3 | $2.27M | Sell |
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|
2024
Q2 | $2.18M | Buy |
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|
2024
Q1 | $2.08M | Sell |
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|
2023
Q4 | $1.83M | Sell |
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|
2023
Q3 | $2.26M | Sell |
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|
2023
Q2 | $2.7M | Sell |
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|
2023
Q1 | $3.7M | Sell |
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|
2022
Q4 | $5.05M | Sell |
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|
2022
Q3 | $4.55M | Sell |
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|
2022
Q2 | $5.17M | Buy |
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|
2022
Q1 | $6.13M | Sell |
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|
2021
Q4 | $7.12M | Buy |
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|
2021
Q3 | $6.62M | Buy |
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|
2021
Q2 | $377K | Buy |
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|
2021
Q1 | $345K | Buy |
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|
2020
Q4 | $335K | Buy |
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