Smith, Moore & 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 | $202K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $211K | Buy |
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|
2021
Q4 | $228K | Hold |
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|
2021
Q3 | $221K | Hold |
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|
2021
Q2 | $218K | Sell |
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|
2021
Q1 | $210K | Sell |
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|
2020
Q4 | $255K | Sell |
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|
2020
Q3 | $1.88M | Sell |
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|
2020
Q2 | $2.28M | Buy |
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|
2020
Q1 | $1.8M | Buy |
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|
2019
Q4 | $2.06M | Sell |
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|
2019
Q3 | $2.04M | Sell |
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|
2019
Q2 | $2.07M | Sell |
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|
2019
Q1 | $1.96M | Buy |
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|
2018
Q4 | $1.72M | Sell |
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|
2018
Q3 | $2.15M | Buy |
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