MONECO Advisors’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 | $1.14M | Sell |
4,729
-323
| -6% | -$77.6K | 0.11% | 182 |
|
|
2025
Q1 | $1.02M | Sell |
5,052
-308
| -6% | -$62.3K | 0.11% | 177 |
|
|
2024
Q4 | $1.11M | Sell |
5,360
-354
| -6% | -$73.3K | 0.12% | 167 |
|
|
2024
Q3 | $1.16M | Sell |
5,714
-144
| -2% | -$29.2K | 0.14% | 144 |
|
|
2024
Q2 | $1.14M | Sell |
5,858
-18
| -0.3% | -$3.51K | 0.17% | 133 |
|
|
2024
Q1 | $1.1M | Buy |
5,876
+1,356
| +30% | +$254K | 0.17% | 139 |
|
|
2023
Q4 | $709K | Buy |
+4,520
| New | +$709K | 0.14% | 177 |
|