Morgan Stanley’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 | $836M | Buy |
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|
2025
Q2 | $606M | Buy |
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|
2025
Q1 | $450M | Buy |
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|
2024
Q4 | $455M | Buy |
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|
2024
Q3 | $290M | Sell |
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|
2024
Q2 | $279M | Buy |
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|
2024
Q1 | $266M | Sell |
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|
2023
Q4 | $429M | Buy |
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|
2023
Q3 | $195M | Sell |
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|
2023
Q2 | $236M | Sell |
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|
2023
Q1 | $246M | Sell |
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|
2022
Q4 | $342M | Buy |
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|
2022
Q3 | $260M | Sell |
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|
2022
Q2 | $286M | Sell |
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|
2022
Q1 | $384M | Sell |
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|
2021
Q4 | $491M | Buy |
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|
2021
Q3 | $457M | Sell |
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|
2021
Q2 | $527M | Sell |
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|
2021
Q1 | $510M | Buy |
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|
2020
Q4 | $509M | Buy |
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|
2020
Q3 | $464M | Buy |
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|
2020
Q2 | $400M | Sell |
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|
2020
Q1 | $367M | Buy |
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|
2019
Q4 | $348M | Sell |
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|
2019
Q3 | $391M | Buy |
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|
2019
Q2 | $289M | Buy |
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|
2019
Q1 | $273M | Sell |
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|
2018
Q4 | $273M | Sell |
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|
2018
Q3 | $336M | Buy |
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|
2018
Q2 | $250M | Buy |
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|
2018
Q1 | $194M | Buy |
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|
2017
Q4 | $150M | Buy |
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|
2017
Q3 | $114M | Buy |
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|
2017
Q2 | $79.5M | Buy |
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|
2017
Q1 | $56.4M | Sell |
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|
2016
Q4 | $63.5M | Buy |
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|
2016
Q3 | $55.9M | Buy |
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|
2016
Q2 | $43.2M | Buy |
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|
2016
Q1 | $33.5M | Sell |
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|
2015
Q4 | $43.1M | Buy |
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|
2015
Q3 | $26.7M | Buy |
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|
2015
Q2 | $22.7M | Buy |
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|
2015
Q1 | $19.2M | Buy |
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|
2014
Q4 | $11.6M | Buy |
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|
2014
Q3 | $5.06M | Buy |
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|
2014
Q2 | $4.46M | Sell |
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|
2014
Q1 | $5.28M | Buy |
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|
2013
Q4 | $3.16M | Buy |
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