Perennial 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
Q3 | $6.86M | Buy |
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|
2025
Q2 | $6.04M | Buy |
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|
2025
Q1 | $4.62M | Buy |
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|
2024
Q4 | $3.02M | Buy |
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|
2024
Q3 | $522K | Buy |
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|
2024
Q2 | $502K | Sell |
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|
2024
Q1 | $497K | Sell |
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|
2023
Q4 | $448K | Buy |
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|
2023
Q3 | $397K | Sell |
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|
2023
Q2 | $416K | Sell |
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|
2023
Q1 | $414K | Buy |
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|
2022
Q4 | $233K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $274K | Buy |
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|
2021
Q1 | $253K | Buy |
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