Signature Estate & Investment Advisors’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
$2.99M Buy
2025
Q2
$2.66M Sell
2025
Q1
$2.34M Sell
2024
Q4
$2.49M Buy
2024
Q3
$2.26M Buy
2024
Q2
$2.16M Buy
2024
Q1
$204K Buy
2023
Q2
Sell
2023
Q1
$280K Sell
2022
Q4
$404K Sell
2022
Q3
$420K Sell
2022
Q2
$1.17M Sell
2022
Q1
$137M Buy
2021
Q4
$135M Buy
2021
Q3
$128M Buy
2021
Q2
$122M Buy
2021
Q1
$102M Buy
2020
Q4
$94.8M Buy
2020
Q3
$84.3M Buy