Maripau 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 | $350K | Buy |
1,456
+276
| +23% | +$66.3K | 0.18% | 103 |
|
|
2025
Q1 | $238K | Buy |
1,180
+5
| +0.4% | +$1.01K | 0.14% | 117 |
|
|
2024
Q4 | $243K | Buy |
+1,175
| New | +$243K | 0.14% | 120 |
|
|
2024
Q2 | – | Sell |
-1,112
| Closed | -$208K | – | 164 |
|
|
2024
Q1 | $208K | Buy |
+1,112
| New | +$208K | 0.16% | 131 |
|
|
2023
Q3 | – | Sell |
-1,509
| Closed | -$218K | – | 110 |
|
|
2023
Q2 | $218K | Sell |
1,509
-3,888
| -72% | -$561K | 0.19% | 90 |
|
|
2023
Q1 | $750K | Sell |
5,397
-88
| -2% | -$12.2K | 0.78% | 28 |
|
|
2022
Q4 | $784K | Buy |
5,485
+24
| +0.4% | +$3.43K | 0.82% | 30 |
|
|
2022
Q3 | $806K | Buy |
+5,461
| New | +$806K | 0.87% | 31 |
|
|
2022
Q2 | – | Sell |
-1,971
| Closed | -$305K | – | 85 |
|
|
2022
Q1 | $305K | Buy |
+1,971
| New | +$305K | 0.28% | 65 |
|