NWAM LLC’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 | – | Sell |
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|
2025
Q2 | $390K | Sell |
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|
2025
Q1 | $365K | Buy |
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|
2024
Q4 | $341K | Buy |
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|
2024
Q3 | $227K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $209K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $420K | Sell |
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|
2022
Q4 | $1.29M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.25M | Sell |
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|
2021
Q1 | $1.35M | Buy |
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