Shepherd Kaplan Krochuk’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 | $4.45M | Sell |
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|
2025
Q1 | $4.28M | Sell |
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|
2024
Q4 | $4.53M | Buy |
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|
2024
Q3 | $3.73M | Sell |
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|
2024
Q2 | $4.43M | Sell |
|
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|
2024
Q1 | $6.31M | Sell |
|
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|
2023
Q4 | $5.53M | Sell |
|
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|
2023
Q3 | $5.46M | Sell |
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|
2023
Q2 | $5.93M | Sell |
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|
2023
Q1 | $6.9M | Buy |
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|
2022
Q4 | $6.25M | Buy |
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|
2022
Q3 | $4.66M | Buy |
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|
2022
Q2 | $3.96M | Buy |
|
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|
2022
Q1 | $4.67M | Sell |
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|
2021
Q4 | $5.66M | Sell |
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|
2021
Q3 | $6.43M | Sell |
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|
2021
Q2 | $6.8M | Buy |
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|
2021
Q1 | $6.21M | Sell |
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|
2020
Q4 | $6.91M | Buy |
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|
2020
Q3 | $5.94M | Sell |
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|
2020
Q2 | $8.07M | Buy |
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