Richardson Financial Services’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 | $166K | Buy |
703
+289
| +70% | +$68.4K | 0.11% | 162 |
|
|
2025
Q1 | $83.7K | Buy |
414
+35
| +9% | +$7.07K | 0.06% | 197 |
|
|
2024
Q4 | $78.8K | Buy |
379
+25
| +7% | +$5.2K | 0.06% | 211 |
|
|
2024
Q3 | $69K | Hold |
354
| – | – | 0.04% | 231 |
|
|
2024
Q2 | $69K | Sell |
354
-108
| -23% | -$21K | 0.05% | 220 |
|
|
2024
Q1 | $86.6K | Buy |
462
+104
| +29% | +$19.5K | 0.06% | 204 |
|
|
2023
Q4 | $56.2K | Buy |
+358
| New | +$56.2K | 0.05% | 204 |
|