Townsend Asset 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 | – | Sell |
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|
2025
Q2 | $12.6K | Hold |
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|
2025
Q1 | $10.6K | Hold |
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|
2024
Q4 | $10.8K | Hold |
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|
2024
Q3 | $10.5K | Hold |
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|
2024
Q2 | $10.1K | Hold |
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|
2024
Q1 | $9.7K | Hold |
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|
2023
Q4 | $8.11K | Buy |
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|
2023
Q3 | $7.19K | Hold |
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|
2023
Q2 | $7.42K | Sell |
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|
2023
Q1 | $25.9K | Sell |
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|
2022
Q4 | $36.3K | Sell |
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|
2022
Q3 | $38K | Hold |
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|
2022
Q2 | $39K | Hold |
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|
2022
Q1 | $48K | Hold |
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|
2021
Q4 | $52K | Hold |
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|
2021
Q3 | $51K | Sell |
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|
2021
Q2 | $63K | Hold |
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|
2021
Q1 | $58K | Sell |
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|
2020
Q4 | $82K | Hold |
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|
2020
Q3 | $75K | Hold |
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|
2020
Q2 | $67K | Sell |
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|
2020
Q1 | $135K | Hold |
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|
2019
Q4 | $159K | Buy |
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