Valeo 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 | $986K | Buy |
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|
2025
Q2 | $922K | Sell |
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|
2025
Q1 | $796K | Sell |
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|
2024
Q4 | $883K | Sell |
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|
2024
Q3 | $873K | Sell |
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|
2024
Q2 | $841K | Hold |
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|
2024
Q1 | $769K | Sell |
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|
2023
Q4 | $686K | Sell |
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|
2023
Q3 | $869K | Sell |
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|
2023
Q2 | $1.1M | Sell |
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|
2023
Q1 | $1.48M | Sell |
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|
2022
Q4 | $1.65M | Buy |
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|
2022
Q3 | $934K | Buy |
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|
2022
Q2 | $611K | Hold |
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|
2022
Q1 | $754K | Buy |
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|
2021
Q4 | $721K | Buy |
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|
2021
Q3 | $581K | Sell |
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|
2021
Q2 | $649K | Buy |
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|
2021
Q1 | $566K | Sell |
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|
2020
Q4 | $596K | Buy |
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|
2020
Q3 | $216K | Sell |
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|
2020
Q2 | $241K | Sell |
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|
2020
Q1 | $426K | Buy |
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|
2019
Q4 | $238K | Sell |
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|
2019
Q3 | $249K | Sell |
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|
2019
Q2 | $262K | Buy |
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|
2019
Q1 | $196K | Sell |
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|
2018
Q4 | $360K | Buy |
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|
2018
Q3 | $309K | Sell |
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|
2018
Q2 | $336K | Buy |
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|
2018
Q1 | $38K | Sell |
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|
2017
Q4 | $69K | Hold |
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|
2017
Q3 | $64K | Buy |
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