Stonehearth Capital Management’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 | $32.5M | Sell |
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2025
Q2 | $31.2M | Sell |
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|
2025
Q1 | $28.5M | Sell |
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|
2024
Q4 | $36.6M | Sell |
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|
2024
Q3 | $36.2M | Buy |
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|
2024
Q2 | $34.4M | Buy |
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|
2024
Q1 | $31.8M | Buy |
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|
2023
Q4 | $21.9M | Buy |
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|
2023
Q3 | $19.1M | Buy |
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|
2023
Q2 | $19.5M | Buy |
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|
2023
Q1 | $13.7M | Buy |
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|
2022
Q4 | $14M | Sell |
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|
2022
Q3 | $12.6M | Buy |
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|
2022
Q2 | $13M | Buy |
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|
2022
Q1 | $15.5M | Buy |
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|
2021
Q4 | $16M | Sell |
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|
2021
Q3 | $16.2M | Sell |
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|
2021
Q2 | $16.4M | Buy |
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|
2021
Q1 | $14.4M | Buy |
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|
2020
Q4 | $14.3M | Buy |
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|
2020
Q3 | $11.6M | Buy |
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|
2020
Q2 | $7.83M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.28M | Buy |
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