Merit Financial Group’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 | $41.2M | Buy |
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|
2025
Q2 | $30.3M | Buy |
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|
2025
Q1 | $19.8M | Buy |
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|
2024
Q4 | $6.76M | Buy |
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|
2024
Q3 | $1.2M | Sell |
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|
2024
Q2 | $1.46M | Sell |
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|
2024
Q1 | $1.56M | Sell |
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|
2023
Q4 | $1.79M | Sell |
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|
2023
Q3 | $1.95M | Sell |
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|
2023
Q2 | $3.57M | Sell |
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|
2023
Q1 | $5.56M | Sell |
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|
2022
Q4 | $10.5M | Buy |
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|
2022
Q3 | $7.36M | Buy |
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|
2022
Q2 | $1.26M | Buy |
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|
2022
Q1 | $825K | Buy |
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|
2021
Q4 | $514K | Hold |
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|
2021
Q3 | $497K | Sell |
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|
2021
Q2 | $527K | Buy |
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|
2021
Q1 | $440K | Hold |
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|
2020
Q4 | $441K | Hold |
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|
2020
Q3 | $403K | Hold |
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|
2020
Q2 | $358K | Sell |
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|
2020
Q1 | $604K | Buy |
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