MPWT
MassMutual Private Wealth & Trust’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8K | Sell |
45
-45
| -50% | -$10.8K | ﹤0.01% | 1328 |
|
|
2025
Q1 | $18.2K | Buy |
+90
| New | +$18.2K | ﹤0.01% | 1064 |
|
|
2024
Q4 | – | Sell |
-34
| Closed | -$6.89K | – | 2340 |
|
|
2024
Q3 | $6.89K | Buy |
+34
| New | +$6.89K | ﹤0.01% | 1257 |
|
|
2023
Q2 | – | Sell |
-69
| Closed | -$9.59K | – | 1995 |
|
|
2023
Q1 | $9.59K | Buy |
69
+26
| +60% | +$3.62K | ﹤0.01% | 953 |
|
|
2022
Q4 | $6K | Buy |
+43
| New | +$6K | ﹤0.01% | 947 |
|
|
2021
Q4 | – | Sell |
-90
| Closed | -$16K | – | 1456 |
|
|
2021
Q3 | $16K | Hold |
90
| – | – | ﹤0.01% | 626 |
|
|
2021
Q2 | $16K | Buy |
+90
| New | +$16K | ﹤0.01% | 611 |
|
|
2020
Q2 | – | Sell |
-86
| Closed | -$9K | – | 789 |
|
|
2020
Q1 | $9K | Buy |
+86
| New | +$9K | ﹤0.01% | 529 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1025 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 1072 |
|