Rehmann Capital Advisory Group’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
Q2 | $854K | Buy |
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|
2025
Q1 | $675K | Hold |
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|
2024
Q4 | $691K | Buy |
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|
2024
Q3 | $650K | Hold |
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|
2024
Q2 | $624K | Hold |
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|
2024
Q1 | $600K | Sell |
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|
2023
Q4 | $536K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $3.32K | Sell |
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|
2019
Q1 | $31.1K | Sell |
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|
2018
Q4 | $239K | Buy |
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|
2018
Q3 | $253K | Buy |
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|
2018
Q2 | $228K | Buy |
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|
2018
Q1 | $33K | Buy |
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