New England Private Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

New England Private Wealth Advisors’s Portfolio MTUM Stock Details MTUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.46M	Buy	10,267 +16	+0.2%	+$4.02K	0.28%	70
2025 Q4	$2.57M	Buy	10,251 +4	+0%	+$1K	0.32%	64
2025 Q3	$2.63M	Buy	10,247 +24	+0.2%	+$5.88K	0.35%	61
2025 Q2	$2.47M	Buy	10,223 +432	+4%	+$94.2K	0.36%	56
2025 Q1	$1.98M	Buy	9,791 +26	+0.3%	+$5.56K	0.31%	58
2024 Q4	$2.02M	Buy	9,765 +5	+0.1%	+$1.05K	0.32%	58
2024 Q3	$1.98M	Buy	9,760 +3	+0%	+$581	0.32%	57
2024 Q2	$1.9M	Buy	9,757 +136	+1%	+$25.4K	0.33%	55
2024 Q1	$1.8M	Sell	9,621 -18	-0.2%	-$3.14K	0.32%	52
2023 Q4	$1.51M	Buy	9,639 +25	+0.3%	+$3.67K	0.28%	61
2023 Q3	$1.34M	Buy	9,614 +6	+0.1%	+$866	0.28%	60
2023 Q2	$1.39M	Buy	9,608 +21	+0.2%	+$2.95K	0.28%	58
2023 Q1	$1.33M	Buy	9,587 +43	+0.5%	+$6.07K	0.27%	55
2022 Q4	$1.39M	Sell	9,544 -1,835	-16%	-$266K	0.3%	48
2022 Q3	$1.49M	Sell	11,379 -8,198	-42%	-$1.15M	0.35%	44
2022 Q2	$3.29M	Sell	19,577 -7	-0%	-$1.03K	0.6%	34
2022 Q1	$3.29M	Sell	19,584 -998	-5%	-$164K	0.6%	34
2021 Q4	$3.74M	Buy	20,582 +33	+0.2%	+$6.08K	0.65%	33
2021 Q3	$3.61M	Buy	20,549 +28	+0.1%	+$4.98K	0.67%	31
2021 Q2	$3.56M	Buy	20,521 +16	+0.1%	+$2.71K	0.68%	30
2021 Q1	$3.3M	Sell	20,505 -3,109	-13%	-$514K	0.57%	36
2020 Q4	$3.81M	Buy	23,614 +35	+0.1%	+$5.36K	0.84%	25
2020 Q3	$3.48M	Buy	23,579 +1,219	+5%	+$174K	0.87%	25
2020 Q2	$2.97M	Buy	22,360 +1,790	+9%	+$217K	0.81%	27
2020 Q1	$2.19M	Sell	20,570 -17	-0.1%	-$2.1K	0.75%	27
2019 Q4	$2.59M	Buy	20,587 +127	+0.6%	+$15.4K	0.67%	31
2019 Q3	$2.44M	Buy	20,460 +4,574	+29%	+$551K	0.59%	34
2019 Q2	$1.88M	Buy	15,886 +1,682	+12%	+$193K	0.46%	39
2019 Q1	$1.59M	Buy	14,204 +171	+1%	+$18.4K	0.41%	42
2018 Q4	$1.41M	Sell	14,033 -4,037	-22%	-$432K	0.41%	42
2018 Q3	$2.15M	Buy	18,070 +335	+2%	+$38.5K	0.57%	36
2018 Q2	$1.95M	Buy	17,735 +4,106	+30%	+$449K	0.55%	38
2018 Q1	$1.44M	Buy	+13,629	New	+$1.49M	0.41%	47