PUREfi Wealth’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
Q1
Sell
-1,004
Closed -$208K 164
2024
Q4
$208K Buy
+1,004
New +$210K 0.2% 143

Other funds holding MTUM

PUREfi Wealth's MTUM Position: Q1 2025 in Review

PUREfi Wealth sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2025, closing a stake of 1,004 shares — an estimated $208K sold.

PUREfi Wealth first reported a position in MTUM in Q4 2024 and held it in 1 quarter. The position peaked at $208K in Q4 2024. 880 funds tracked by Wall St. Rank hold MTUM as of Q1 2025.

  • PUREfi Wealth reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2025 after selling out during the quarter.
  • PUREfi Wealth sold 1,004 iShares MSCI USA Momentum Factor ETF shares in Q1 2025, an estimated $208K.
  • PUREfi Wealth first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and held it in 1 quarter.
  • PUREfi Wealth's iShares MSCI USA Momentum Factor ETF position peaked at $208K in Q4 2024.
  • 880 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2025.

Based on PUREfi Wealth's 13F filing for Q1 2025, filed 21 Apr 2025.