Sequoia Financial Advisors’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 | $25.7M | Sell |
106,754
-33,149
| -24% | -$7.97M | 0.18% | 105 |
|
|
2025
Q1 | $28.3M | Sell |
139,903
-26,364
| -16% | -$5.33M | 0.22% | 97 |
|
|
2024
Q4 | $34.4M | Buy |
+166,267
| New | +$34.4M | 0.33% | 68 |
|
|
2018
Q4 | – | Sell |
-3,055
| Closed | -$364K | – | 323 |
|
|
2018
Q3 | $364K | Hold |
3,055
| – | – | 0.04% | 198 |
|
|
2018
Q2 | $335K | Hold |
3,055
| – | – | 0.04% | 209 |
|
|
2018
Q1 | $324K | Buy |
+3,055
| New | +$324K | 0.03% | 221 |
|