USAdvisors Wealth 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
Q2 | $330K | Buy |
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|
2025
Q1 | $285K | Sell |
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|
2024
Q4 | $291K | Sell |
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|
2024
Q3 | $286K | Sell |
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|
2024
Q2 | $279K | Buy |
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|
2024
Q1 | $268K | Hold |
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|
2023
Q4 | $224K | Sell |
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|
2023
Q3 | $309K | Sell |
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|
2023
Q2 | $393K | Sell |
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|
2023
Q1 | $508K | Sell |
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|
2022
Q4 | $551K | Buy |
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|
2022
Q3 | $491K | Sell |
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|
2022
Q2 | $512K | Sell |
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|
2022
Q1 | $793K | Sell |
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|
2021
Q4 | $966K | Sell |
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|
2021
Q3 | $7.89M | Buy |
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|
2021
Q2 | $1.19M | Sell |
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|
2021
Q1 | $7.51M | Buy |
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|
2020
Q4 | $2.53M | Sell |
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|
2020
Q3 | $2.29K | Buy |
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|
2020
Q2 | $2M | Buy |
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|
2020
Q1 | $1.28M | Buy |
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|
2019
Q4 | $536K | Buy |
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