Quadrant Private Wealth 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 | $2.06M | Buy |
8,586
+859
| +11% | +$206K | 0.43% | 67 |
|
|
2025
Q1 | $1.56M | Buy |
7,727
+1,086
| +16% | +$220K | 0.39% | 70 |
|
|
2024
Q4 | $1.37M | Buy |
+6,641
| New | +$1.37M | 0.34% | 78 |
|
|
2023
Q2 | – | Sell |
-1,713
| Closed | -$238K | – | 250 |
|
|
2023
Q1 | $238K | Sell |
1,713
-316
| -16% | -$43.9K | 0.07% | 208 |
|
|
2022
Q4 | $296K | Buy |
+2,029
| New | +$296K | 0.1% | 177 |
|