Strategic Financial Services’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 | $56.2M | Sell |
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|
2025
Q2 | $52.7M | Sell |
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|
2025
Q1 | $44.8M | Buy |
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|
2024
Q4 | $45.8M | Buy |
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|
2024
Q3 | $44.1M | Buy |
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|
2024
Q2 | $41.8M | Buy |
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|
2024
Q1 | $19.9M | Buy |
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|
2023
Q4 | $16.5M | Buy |
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|
2023
Q3 | $14.2M | Buy |
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|
2023
Q2 | $14.5M | Buy |
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|
2023
Q1 | $13.3M | Sell |
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|
2022
Q4 | $14.2M | Buy |
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|
2022
Q3 | $11.6M | Buy |
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|
2022
Q2 | $11.4M | Buy |
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|
2022
Q1 | $13.3M | Buy |
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|
2021
Q4 | $13.7M | Buy |
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|
2021
Q3 | $13M | Buy |
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|
2021
Q2 | $12.5M | Buy |
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|
2021
Q1 | $10.8M | Buy |
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|
2020
Q4 | $10.1M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $306K | Buy |
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