Peak Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $532K | Sell |
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|
2022
Q4 | $1.74M | Buy |
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|
2022
Q3 | $1.53M | Buy |
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|
2022
Q2 | $1.54M | Sell |
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|
2022
Q1 | $2.51M | Buy |
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|
2021
Q4 | $2.61M | Buy |
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|
2021
Q3 | $2.49M | Buy |
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|
2021
Q2 | $2.33M | Buy |
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|
2021
Q1 | $2.07M | Sell |
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|
2020
Q4 | $2.21M | Buy |
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|
2020
Q3 | $1.93M | Buy |
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|
2020
Q2 | $1.6M | Sell |
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|
2020
Q1 | $1.56M | Sell |
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|
2019
Q4 | $2.02M | Sell |
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|
2019
Q3 | $1.93M | Buy |
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|
2019
Q2 | $1.78M | Buy |
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|
2019
Q1 | $1.61M | Buy |
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|
2018
Q4 | $1.34M | Buy |
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|
2018
Q3 | $1.54M | Buy |
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|
2018
Q2 | $1.2M | Buy |
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|
2018
Q1 | $776K | Buy |
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|
2017
Q4 | $542K | Sell |
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|
2017
Q3 | $523K | Buy |
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|
2017
Q2 | $471K | Sell |
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|
2017
Q1 | $440K | Sell |
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|
2016
Q4 | $532K | Sell |
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|
2016
Q3 | $882K | Sell |
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|
2016
Q2 | $918K | Buy |
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|
2016
Q1 | $873K | Buy |
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|
2015
Q4 | $766K | Buy |
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|
2015
Q3 | $312K | Buy |
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