Sound Financial Strategies Group’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 | $2.73M | Buy |
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|
2025
Q2 | $1.03M | Sell |
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|
2025
Q1 | $926K | Buy |
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|
2024
Q4 | $596K | Buy |
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|
2024
Q3 | $324K | Sell |
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|
2024
Q2 | $315K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $83.8K | Sell |
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|
2023
Q2 | $88.7K | Sell |
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|
2023
Q1 | $86.9K | Sell |
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|
2022
Q4 | $6.24M | Buy |
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|
2022
Q3 | $102K | Buy |
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|
2022
Q2 | $100K | Buy |
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|
2022
Q1 | $123K | Sell |
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|
2021
Q4 | $1.97M | Sell |
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|
2021
Q3 | $3.8M | Buy |
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|
2021
Q2 | $320K | Buy |
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|
2021
Q1 | $194K | Buy |
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