Mosaic Family Wealth Partners’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 | $702K | Hold |
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|
2025
Q2 | $660K | Sell |
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|
2025
Q1 | $590K | Buy |
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|
2024
Q4 | $566K | Buy |
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|
2024
Q3 | $546K | Sell |
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|
2024
Q2 | $639K | Sell |
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|
2024
Q1 | $680K | Buy |
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|
2023
Q4 | $562K | Sell |
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|
2023
Q3 | $536K | Hold |
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|
2023
Q2 | $554K | Sell |
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|
2023
Q1 | $551K | Buy |
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|
2022
Q4 | $446K | Buy |
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