TRUE Private Wealth Advisors’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
Q2 | $243K | Sell |
1,011
-470
| -32% | -$113K | 0.03% | 226 |
|
|
2025
Q1 | $299K | Buy |
+1,481
| New | +$299K | 0.04% | 183 |
|
|
2023
Q1 | – | Sell |
-1,699
| Closed | -$248K | – | 246 |
|
|
2022
Q4 | $248K | Buy |
+1,699
| New | +$248K | 0.04% | 186 |
|
|
2021
Q3 | – | Sell |
-2,581
| Closed | -$447K | – | 254 |
|
|
2021
Q2 | $447K | Buy |
2,581
+863
| +50% | +$149K | 0.07% | 141 |
|
|
2021
Q1 | $276K | Buy |
+1,718
| New | +$276K | 0.04% | 187 |
|