Poehling Capital 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 | $235K | Buy |
+979
| New | +$235K | 0.06% | 122 |
|
|
2025
Q1 | – | Sell |
-979
| Closed | -$203K | – | 136 |
|
|
2024
Q4 | $203K | Buy |
+979
| New | +$203K | 0.05% | 130 |
|
|
2022
Q2 | – | Sell |
-2,054
| Closed | -$346K | – | 140 |
|
|
2022
Q1 | $346K | Hold |
2,054
| – | – | 0.11% | 115 |
|
|
2021
Q4 | $373K | Hold |
2,054
| – | – | 0.12% | 98 |
|
|
2021
Q3 | $361K | Hold |
2,054
| – | – | 0.12% | 98 |
|
|
2021
Q2 | $356K | Hold |
2,054
| – | – | 0.11% | 110 |
|
|
2021
Q1 | $330K | Buy |
+2,054
| New | +$330K | 0.12% | 117 |
|