Trek Financial’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 | $7.18M | Buy |
|
|||||
|
2025
Q2 | $6.07M | Buy |
|
|||||
|
2025
Q1 | $4.95M | Buy |
|
|||||
|
2024
Q4 | $4.93M | Buy |
|
|||||
|
2024
Q3 | $1.31M | Buy |
|
|||||
|
2024
Q2 | $1.19M | Buy |
|
|||||
|
2024
Q1 | $1.13M | Buy |
|
|||||
|
2023
Q4 | $901K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $2.26M | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $1.29M | Buy |
|
|||||
|
2021
Q1 | $1.11M | Buy |
|
|||||
|
2020
Q4 | $879K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $1.34M | Sell |
|
|||||
|
2019
Q2 | $1.71M | Sell |
|
|||||
|
2019
Q1 | $3.19M | Buy |
|
|||||
|
2018
Q4 | $2.49M | Buy |
|