Simplicity Wealth’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.78M | Buy |
24,067
+5,018
| +26% | +$1.21M | 0.24% | 95 |
|
|
2025
Q1 | $3.85M | Buy |
19,049
+10,076
| +112% | +$2.04M | 0.3% | 74 |
|
|
2024
Q4 | $1.86M | Sell |
8,973
-10
| -0.1% | -$2.07K | 0.39% | 44 |
|
|
2024
Q3 | $1.82M | Buy |
8,983
+471
| +6% | +$95.5K | 0.17% | 119 |
|
|
2024
Q2 | $1.66M | Buy |
8,512
+478
| +6% | +$93.1K | 0.04% | 388 |
|
|
2024
Q1 | $1.51M | Buy |
+8,034
| New | +$1.51M | 0.04% | 416 |
|
|
2023
Q1 | – | Sell |
-2,273
| Closed | -$332K | – | 76 |
|
|
2022
Q4 | $332K | Buy |
+2,273
| New | +$332K | 0.29% | 46 |
|