MLA
My Legacy Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
1,050
-102
| -9% | -$24.2K | 0.09% | 192 |
|
|
2025
Q1 | $233K | Buy |
1,152
+41
| +4% | +$8.29K | 0.09% | 196 |
|
|
2024
Q4 | $237K | Buy |
+1,111
| New | +$237K | 0.09% | 190 |
|
|
2023
Q1 | – | Sell |
-5,318
| Closed | -$751K | – | 210 |
|
|
2022
Q4 | $751K | Buy |
+5,318
| New | +$751K | 0.32% | 114 |
|