Sierra Capital’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
Q4 | $941K | Hold |
|
|||||
|
2025
Q3 | $965K | Hold |
|
|||||
|
2025
Q2 | $904K | Hold |
|
|||||
|
2025
Q1 | $760K | Sell |
|
|||||
|
2024
Q4 | $1.25M | Hold |
|
|||||
|
2024
Q3 | $1.23M | Hold |
|
|||||
|
2024
Q2 | $1.18M | Hold |
|
|||||
|
2024
Q1 | $1.14M | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $673K | Hold |
|
|||||
|
2021
Q1 | $624K | Buy |
|