Migdal Insurance & Financial Holdings’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31.2K | Hold |
130
| – | – | ﹤0.01% | 313 |
|
|
2025
Q4 | $33K | Hold |
130
| – | – | ﹤0.01% | 296 |
|
|
2025
Q3 | $33K | Hold |
130
| – | – | ﹤0.01% | 292 |
|
|
2025
Q2 | $31K | Hold |
130
| – | – | ﹤0.01% | 294 |
|
|
2025
Q1 | $26K | Sell |
130
-172
| -57% | -$36.8K | ﹤0.01% | 333 |
|
|
2024
Q4 | $63K | Hold |
302
| – | – | ﹤0.01% | 238 |
|
|
2024
Q3 | $61K | Hold |
302
| – | – | ﹤0.01% | 250 |
|
|
2024
Q2 | $59K | Hold |
302
| – | – | ﹤0.01% | 287 |
|
|
2024
Q1 | $57K | Hold |
302
| – | – | ﹤0.01% | 270 |
|
|
2023
Q4 | $47K | Hold |
302
| – | – | ﹤0.01% | 342 |
|
|
2023
Q3 | $42K | Hold |
302
| – | – | ﹤0.01% | 337 |
|
|
2023
Q2 | $43K | Sell |
302
-90
| -23% | -$12.7K | ﹤0.01% | 337 |
|
|
2023
Q1 | $55K | Sell |
392
-100
| -20% | -$14.1K | ﹤0.01% | 347 |
|
|
2022
Q4 | $72K | Hold |
492
| – | – | ﹤0.01% | 287 |
|
|
2022
Q3 | $65K | Sell |
492
-15
| -3% | -$2.1K | ﹤0.01% | 290 |
|
|
2022
Q2 | $69K | Sell |
507
-54
| -10% | -$7.93K | ﹤0.01% | 345 |
|
|
2022
Q1 | $94K | Hold |
561
| – | – | ﹤0.01% | 370 |
|
|
2021
Q4 | $102K | Hold |
561
| – | – | ﹤0.01% | 362 |
|
|
2021
Q3 | $98K | Hold |
561
| – | – | ﹤0.01% | 350 |
|
|
2021
Q2 | $97K | Sell |
561
-9,492
| -94% | -$1.61M | ﹤0.01% | 400 |
|
|
2021
Q1 | $1.62M | Sell |
10,053
-5,975
| -37% | -$988K | 0.02% | 208 |
|
|
2020
Q4 | $2.58M | Buy |
16,028
+3,597
| +29% | +$551K | 0.03% | 141 |
|
|
2020
Q3 | $1.83M | Sell |
12,431
-84
| -0.7% | -$12K | 0.03% | 205 |
|
|
2020
Q2 | $1.64M | Sell |
12,515
-113
| -0.9% | -$13.7K | 0.03% | 205 |
|
|
2020
Q1 | $1.34M | Sell |
12,628
-1,312
| -9% | -$162K | 0.03% | 142 |
|
|
2019
Q4 | $1.75M | Sell |
13,940
-367
| -3% | -$44.5K | 0.03% | 151 |
|
|
2019
Q3 | $1.7M | Sell |
14,307
-691
| -5% | -$83.3K | 0.04% | 170 |
|
|
2019
Q2 | $1.78M | Sell |
14,998
-20,038
| -57% | -$2.29M | 0.05% | 148 |
|
|
2019
Q1 | $3.93M | Sell |
35,036
-4,799
| -12% | -$516K | 0.09% | 110 |
|
|
2018
Q4 | $3.99M | Sell |
39,835
-17,776
| -31% | -$1.9M | 0.09% | 107 |
|
|
2018
Q3 | $6.86M | Sell |
57,611
-14,260
| -20% | -$1.64M | 0.14% | 129 |
|
|
2018
Q2 | $7.88M | Buy |
71,871
+11,826
| +20% | +$1.29M | 0.19% | 108 |
|
|
2018
Q1 | $6.36M | Buy |
60,045
+26,167
| +77% | +$2.85M | 0.15% | 125 |
|
|
2017
Q4 | $3.49M | Buy |
33,878
+22,927
| +209% | +$2.31M | 0.09% | 147 |
|
|
2017
Q3 | $1.05M | Buy |
10,951
+10,904
| +23,200% | +$1.01M | 0.02% | 191 |
|
|
2017
Q2 | $4K | Buy |
+47
| New | +$4.07K | ﹤0.01% | 452 |
|
|
2016
Q4 | – | Sell |
-39,500
| Closed | -$3.06M | – | 419 |
|
|
2016
Q3 | $3.06M | Sell |
39,500
-66,500
| -63% | -$5.16M | 0.09% | 83 |
|
|
2016
Q2 | $8.1M | Buy |
+106,000
| New | +$7.84M | 0.22% | 64 |
|
Other funds holding MTUM
SOMRS
BTI