Shufro Rose & Co’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
Q3 | $6.17M | Sell |
|
|||||
|
2025
Q2 | $6.24M | Sell |
|
|||||
|
2025
Q1 | $6.28M | Buy |
|
|||||
|
2024
Q4 | $6.29M | Buy |
|
|||||
|
2024
Q3 | $5.17M | Hold |
|
|||||
|
2024
Q2 | $5.17M | Buy |
|
|||||
|
2024
Q1 | $4.34M | Buy |
|
|||||
|
2023
Q4 | $2.71M | Sell |
|
|||||
|
2023
Q3 | $2.79M | Buy |
|
|||||
|
2023
Q2 | $2.49M | Buy |
|
|||||
|
2023
Q1 | $2M | Buy |
|
|||||
|
2022
Q4 | $1.05M | Buy |
|
|||||
|
2022
Q3 | $836K | Buy |
|
|||||
|
2022
Q2 | $693K | Buy |
|
|||||
|
2022
Q1 | $837K | Buy |
|
|||||
|
2021
Q4 | $753K | Buy |
|
|||||
|
2021
Q3 | $593K | Buy |
|
|||||
|
2021
Q2 | $495K | Buy |
|
|||||
|
2021
Q1 | $311K | Buy |
|
|||||
|
2020
Q4 | $298K | Buy |
|