SAG
SageView Advisory Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Sell |
12,050
-397
| -3% | -$95.6K | 0.11% | 107 |
|
|
2025
Q1 | $2.52M | Buy |
12,447
+88
| +0.7% | +$17.8K | 0.11% | 107 |
|
|
2024
Q4 | $2.56M | Sell |
12,359
-867
| -7% | -$179K | 0.11% | 103 |
|
|
2024
Q3 | $2.68M | Sell |
13,226
-1,684
| -11% | -$341K | 0.14% | 93 |
|
|
2024
Q2 | $2.91M | Buy |
+14,910
| New | +$2.91M | 0.13% | 95 |
|
|
2024
Q1 | – | Sell |
-18,291
| Closed | -$3.09M | – | 700 |
|
|
2023
Q4 | $3.09M | Sell |
18,291
-4,900
| -21% | -$827K | 0.13% | 95 |
|
|
2023
Q3 | $3.24M | Sell |
23,191
-3,168
| -12% | -$443K | 0.19% | 76 |
|
|
2023
Q2 | $3.8M | Sell |
26,359
-7,460
| -22% | -$1.08M | 0.21% | 72 |
|
|
2023
Q1 | $4.7M | Sell |
33,819
-17,354
| -34% | -$2.41M | 0.3% | 52 |
|
|
2022
Q4 | $7.47M | Buy |
+51,173
| New | +$7.47M | 0.61% | 36 |
|