Strategic Financial Concepts’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,050
| Closed | -$217K | – | 349 |
|
|
2024
Q4 | $217K | Buy |
+1,050
| New | +$217K | 0.04% | 303 |
|
|
2024
Q3 | – | Sell |
-66,558
| Closed | -$30.6K | – | 532 |
|
|
2024
Q2 | $30.6K | Buy |
+66,558
| New | +$30.6K | 0.02% | 294 |
|
|
2023
Q3 | – | Sell |
-1,518
| Closed | -$219K | – | 281 |
|
|
2023
Q2 | $219K | Sell |
1,518
-242
| -14% | -$34.9K | 0.08% | 214 |
|
|
2023
Q1 | $245K | Buy |
+1,760
| New | +$245K | 0.1% | 184 |
|