Osborne Partners Capital Management’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 | $272K | Hold |
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|
2025
Q1 | $228K | Sell |
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|
2024
Q4 | $338K | Hold |
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|
2024
Q3 | $332K | Hold |
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|
2024
Q2 | $319K | Sell |
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|
2024
Q1 | $347K | Hold |
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|
2023
Q4 | $290K | Sell |
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|
2023
Q3 | $259K | Buy |
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|
2023
Q2 | $267K | Hold |
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|
2023
Q1 | $257K | Hold |
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|
2022
Q4 | $270K | Hold |
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|
2022
Q3 | $243K | Hold |
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|
2022
Q2 | $252K | Sell |
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|
2022
Q1 | $353K | Sell |
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|
2021
Q4 | $449K | Sell |
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|
2021
Q3 | $451K | Sell |
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|
2021
Q2 | $473K | Hold |
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|
2021
Q1 | $438K | Hold |
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|
2020
Q4 | $440K | Sell |
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|
2020
Q3 | $631K | Sell |
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|
2020
Q2 | $584K | Sell |
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|
2020
Q1 | $536K | Hold |
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|
2019
Q4 | $632K | Sell |
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|
2019
Q3 | $630K | Sell |
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|
2019
Q2 | $705K | Buy |
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|
2019
Q1 | $556K | Buy |
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|
2018
Q4 | $453K | Sell |
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|
2018
Q3 | $540K | Buy |
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|
2018
Q2 | $488K | Buy |
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|
2018
Q1 | $429K | Buy |
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|
2017
Q4 | $297K | Sell |
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|
2017
Q3 | $349K | Buy |
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