Maia Wealth’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 | $625K | Buy |
2,602
+265
| +11% | +$63.7K | 0.12% | 171 |
|
|
2025
Q1 | $462K | Sell |
2,337
-702
| -23% | -$139K | 0.1% | 176 |
|
|
2024
Q4 | $650K | Buy |
3,039
+274
| +10% | +$58.6K | 0.14% | 140 |
|
|
2024
Q3 | $572K | Sell |
2,765
-4,003
| -59% | -$829K | 0.14% | 135 |
|
|
2024
Q2 | $1.36M | Buy |
+6,768
| New | +$1.36M | 0.41% | 61 |
|
|
2023
Q4 | $990K | Buy |
+6,310
| New | +$990K | 0.4% | 57 |
|