Onyx Bridge Wealth Group’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 | $564K | Buy |
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|
2025
Q2 | $331K | Sell |
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|
2025
Q1 | $282K | Sell |
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|
2024
Q4 | $291K | Buy |
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|
2024
Q3 | $282K | Buy |
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|
2024
Q2 | $271K | Sell |
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|
2024
Q1 | $256K | Buy |
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|
2023
Q4 | $223K | Sell |
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|
2023
Q3 | $224K | Hold |
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|
2023
Q2 | $232K | Buy |
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|
2023
Q1 | $218K | Sell |
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|
2022
Q4 | $237K | Sell |
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|
2022
Q3 | $310K | Buy |
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|
2022
Q2 | $237K | Sell |
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|
2022
Q1 | $663K | Sell |
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|
2021
Q4 | $835K | Sell |
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|
2021
Q3 | $2.35M | Sell |
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|
2021
Q2 | $25.2M | Buy |
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|
2021
Q1 | $4.33M | Buy |
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|
2020
Q4 | $4.2M | Buy |
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