Parker Investment Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
+7,329
| New | +$1.76M | 0.25% | 22 |
|
|
2018
Q4 | – | Sell |
-226,730
| Closed | -$27M | – | 32 |
|
|
2018
Q3 | $27M | Sell |
226,730
-3,994
| -2% | -$475K | 8.24% | 5 |
|
|
2018
Q2 | $25.3M | Sell |
230,724
-784,452
| -77% | -$86.1M | 8.66% | 5 |
|
|
2018
Q1 | $108M | Buy |
1,015,176
+825,524
| +435% | +$87.4M | 38.29% | 1 |
|
|
2017
Q4 | $19.6M | Buy |
+189,652
| New | +$19.6M | 7.15% | 6 |
|