MBE 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 | $853K | Sell |
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|
2025
Q2 | $812K | Sell |
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|
2025
Q1 | $688K | Sell |
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|
2024
Q4 | $741K | Buy |
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|
2024
Q3 | $726K | Buy |
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|
2024
Q2 | $697K | Sell |
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|
2024
Q1 | $695K | Hold |
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|
2023
Q4 | $582K | Hold |
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|
2023
Q3 | $518K | Hold |
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|
2023
Q2 | $535K | Hold |
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|
2023
Q1 | $515K | Sell |
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|
2022
Q4 | $567K | Hold |
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|
2022
Q3 | $509K | Hold |
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|
2022
Q2 | $529K | Buy |
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|
2022
Q1 | $652K | Hold |
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|
2021
Q4 | $704K | Sell |
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|
2021
Q3 | $760K | Sell |
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|
2021
Q2 | $760K | Sell |
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|
2021
Q1 | $723K | Sell |
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|
2020
Q4 | $805K | Sell |
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|
2020
Q3 | $724K | Hold |
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|
2020
Q2 | $724K | Sell |
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|
2020
Q1 | $609K | Sell |
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|
2019
Q4 | $1.22M | Buy |
|