OneDigital Investment Advisors’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
Q2 | $64.5M | Sell |
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2025
Q1 | $60M | Sell |
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|
2024
Q4 | $62M | Buy |
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|
2024
Q3 | $25.4M | Sell |
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|
2024
Q2 | $25M | Buy |
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|
2024
Q1 | $21.7M | Sell |
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|
2023
Q4 | $31.8M | Buy |
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|
2023
Q3 | $24.1M | Buy |
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|
2023
Q2 | $21.1M | Sell |
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|
2023
Q1 | $21.4M | Sell |
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|
2022
Q4 | $40.6M | Buy |
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|
2022
Q3 | $7.04M | Buy |
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|
2022
Q2 | $1.75M | Buy |
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|
2022
Q1 | $1.78M | Buy |
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|
2021
Q4 | $1.91M | Sell |
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|
2021
Q3 | $1.86M | Buy |
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|
2021
Q2 | $1.65M | Sell |
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|
2021
Q1 | $1.53M | Sell |
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|
2020
Q4 | $1.59M | Sell |
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|
2020
Q3 | $1.47M | Sell |
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|
2020
Q2 | $1.79M | Sell |
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|
2020
Q1 | $1.93M | Buy |
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|
2019
Q4 | $270K | Buy |
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|
2019
Q3 | $257K | Buy |
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