Mather Group’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 | $802K | Sell |
3,338
-24
| -0.7% | -$5.77K | 0.01% | 305 |
|
|
2025
Q1 | $680K | Buy |
3,362
+754
| +29% | +$152K | 0.01% | 321 |
|
|
2024
Q4 | $540K | Buy |
2,608
+1,983
| +317% | +$410K | 0.01% | 344 |
|
|
2024
Q3 | $127K | Buy |
625
+198
| +46% | +$40.1K | ﹤0.01% | 687 |
|
|
2024
Q2 | $80K | Buy |
427
+2
| +0.5% | +$375 | ﹤0.01% | 871 |
|
|
2024
Q1 | $66.7K | Buy |
+425
| New | +$66.7K | ﹤0.01% | 809 |
|