McNaughton 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 | $1.59M | Sell |
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|
2025
Q2 | $1.5M | Hold |
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|
2025
Q1 | $1.26M | Sell |
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|
2024
Q4 | $1.3M | Sell |
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|
2024
Q3 | $1.28M | Sell |
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|
2024
Q2 | $1.26M | Sell |
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|
2024
Q1 | $1.24M | Sell |
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|
2023
Q4 | $1.05M | Sell |
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|
2023
Q3 | $1.07M | Sell |
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|
2023
Q2 | $1.35M | Sell |
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|
2023
Q1 | $1.8M | Sell |
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|
2022
Q4 | $2.3M | Sell |
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|
2022
Q3 | $2.91M | Sell |
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|
2022
Q2 | $5.96M | Sell |
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|
2022
Q1 | $9.71M | Buy |
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|
2021
Q4 | $9.74M | Buy |
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|
2021
Q3 | $9.46M | Sell |
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|
2021
Q2 | $9.37M | Buy |
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|
2021
Q1 | $8.45M | Sell |
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|
2020
Q4 | $8.57M | Sell |
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|
2020
Q3 | $9.25M | Sell |
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|
2020
Q2 | $8.94M | Buy |
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|
2020
Q1 | $7.17M | Buy |
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|
2019
Q4 | $8.17M | Buy |
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