Meridian Investment Counsel’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
$250K Hold
1,041
0.07% 207
2025
Q1
$210K Sell
1,041
-463
-31% -$93.6K 0.06% 207
2024
Q4
$311K Hold
1,504
0.09% 177
2024
Q3
$305K Hold
1,504
0.09% 173
2024
Q2
$293K Buy
+1,504
New +$293K 0.09% 177