Sound View Wealth Advisors 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 | $454K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $294K | Sell |
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|
2023
Q2 | $364K | Sell |
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|
2023
Q1 | $483K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $353K | Sell |
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|
2022
Q2 | $380K | Sell |
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|
2022
Q1 | $515K | Sell |
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|
2021
Q4 | $1.29M | Buy |
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|
2021
Q3 | $1.24M | Sell |
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|
2021
Q2 | $1.24M | Buy |
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