Money Concepts Capital’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
$4.11M Buy
2025
Q2
$375K Sell
2025
Q1
$559K Buy
2024
Q4
$548K Buy
2024
Q3
$346K Buy
2024
Q2
$332K Sell
2024
Q1
$501K Buy
2023
Q4
$291K Buy
2023
Q1
Sell
2022
Q4
$1.13M Buy
2022
Q3
$391K Buy
2022
Q2
$258K Sell
2022
Q1
$1.51M Buy
2021
Q4
$1.47M Buy
2021
Q1
$4.43M Buy
2020
Q4
$3.98M Buy