SWM
SigFig Wealth Management’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 | $6.27M | Buy |
26,385
+14,930
| +130% | +$3.55M | 0.21% | 51 |
|
|
2025
Q1 | $2.3M | Buy |
11,455
+628
| +6% | +$126K | 0.08% | 74 |
|
|
2024
Q4 | $2.25M | Buy |
+10,827
| New | +$2.25M | 0.08% | 76 |
|
|
2024
Q2 | – | Sell |
-8,008
| Closed | -$1.5M | – | 130 |
|
|
2024
Q1 | $1.5M | Buy |
+8,008
| New | +$1.5M | 0.06% | 89 |
|
|
2023
Q1 | – | Sell |
-9,412
| Closed | -$761K | – | 109 |
|
|
2022
Q4 | $761K | Buy |
+9,412
| New | +$761K | 0.04% | 88 |
|
|
2021
Q4 | – | Sell |
-35,001
| Closed | -$6.15M | – | 83 |
|
|
2021
Q3 | $6.15M | Buy |
35,001
+30,003
| +600% | +$5.27M | 0.31% | 33 |
|
|
2021
Q2 | $867K | Buy |
4,998
+1,052
| +27% | +$182K | 0.05% | 67 |
|
|
2021
Q1 | $635K | Buy |
+3,946
| New | +$635K | 0.04% | 67 |
|
|
2020
Q4 | – | Sell |
-3,213
| Closed | -$469K | – | 74 |
|
|
2020
Q3 | $469K | Buy |
+3,213
| New | +$469K | 0.04% | 62 |
|