Transamerica Financial Advisors’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 | $437K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $35K | Hold |
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|
2023
Q1 | $33K | Hold |
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|
2022
Q4 | $35K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.26M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $6K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $2.71M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.72M | Sell |
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|
2018
Q3 | $3.52M | Buy |
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