Private Trust Company’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 | $1.04M | Buy |
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|
2025
Q2 | $961K | Buy |
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|
2025
Q1 | $767K | Sell |
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|
2024
Q4 | $811K | Buy |
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|
2024
Q3 | $584K | Buy |
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|
2024
Q2 | $527K | Hold |
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|
2024
Q1 | $506K | Hold |
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|
2023
Q4 | $424K | Hold |
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|
2023
Q3 | $378K | Sell |
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|
2023
Q2 | $403K | Sell |
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|
2023
Q1 | $507K | Sell |
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|
2022
Q4 | $681K | Buy |
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|
2022
Q3 | $480K | Buy |
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|
2022
Q2 | $386K | Buy |
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