Plante Moran Financial Advisors’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 | $30.4K | Sell |
126
-16
| -11% | -$3.86K | ﹤0.01% | 422 |
|
|
2025
Q1 | $28.8K | Buy |
142
+16
| +13% | +$3.24K | ﹤0.01% | 428 |
|
|
2024
Q4 | $26.1K | Hold |
126
| – | – | ﹤0.01% | 442 |
|
|
2024
Q3 | $25.6K | Hold |
126
| – | – | ﹤0.01% | 487 |
|
|
2024
Q2 | $24.6K | Hold |
126
| – | – | ﹤0.01% | 447 |
|
|
2024
Q1 | $23.7K | Buy |
+126
| New | +$23.7K | ﹤0.01% | 479 |
|
|
2021
Q1 | – | Sell |
-20
| Closed | -$3K | – | 1092 |
|
|
2020
Q4 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 749 |
|