TrueWealth 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
Q4 | $219K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $226K | Sell |
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|
2022
Q3 | $322K | Sell |
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|
2022
Q2 | $421K | Sell |
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|
2022
Q1 | $838K | Hold |
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|
2021
Q4 | $838K | Sell |
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|
2021
Q3 | $885K | Sell |
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|
2021
Q2 | $2.36M | Buy |
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|
2021
Q1 | $2.09M | Sell |
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|
2020
Q4 | $2.11M | Buy |
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