Valmark Advisers’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 | $3.25M | Buy |
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|
2025
Q1 | $2.73M | Sell |
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|
2024
Q4 | $2.79M | Sell |
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|
2024
Q3 | $2.74M | Sell |
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|
2024
Q2 | $2.7M | Sell |
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|
2024
Q1 | $2.63M | Sell |
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|
2023
Q4 | $2.21M | Sell |
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|
2023
Q3 | $2.28M | Sell |
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|
2023
Q2 | $2.44M | Sell |
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|
2023
Q1 | $2.39M | Sell |
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|
2022
Q4 | $2.89M | Buy |
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|
2022
Q3 | $2.49M | Sell |
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|
2022
Q2 | $2.8M | Sell |
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|
2022
Q1 | $5.23M | Sell |
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|
2021
Q4 | $12M | Buy |
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|
2021
Q3 | $3M | Buy |
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