Stephens Consulting’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 | – | Sell |
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|
2025
Q2 | $215K | Hold |
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|
2025
Q1 | $181K | Hold |
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|
2024
Q4 | $185K | Hold |
|
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|
2024
Q3 | $181K | Hold |
|
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|
2024
Q2 | $174K | Hold |
|
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|
2024
Q1 | $167K | Sell |
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|
2023
Q4 | $152K | Sell |
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|
2023
Q3 | $207K | Buy |
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|
2023
Q2 | $207K | Sell |
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|
2023
Q1 | $211K | Sell |
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|
2022
Q4 | $230K | Sell |
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|
2022
Q3 | $329K | Sell |
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|
2022
Q2 | $365K | Sell |
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|
2022
Q1 | $1.32M | Sell |
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|
2021
Q4 | $1.87M | Buy |
|