Mascoma Wealth 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 | $7.1M | Buy |
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|
2025
Q2 | $6.2M | Buy |
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|
2025
Q1 | $4.81M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $2.1K | Hold |
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|
2023
Q2 | $2.19K | Hold |
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|
2023
Q1 | $2.14K | Hold |
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|
2022
Q4 | $2.19K | Hold |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $2K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $39K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $15K | Hold |
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|
2018
Q2 | $14K | Buy |
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