Van Hulzen Asset 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
Q3 | $2.78M | Sell |
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|
2025
Q2 | $2.69M | Sell |
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|
2025
Q1 | $2.28M | Sell |
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|
2024
Q4 | $11.2M | Buy |
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|
2024
Q3 | $10.6M | Sell |
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|
2024
Q2 | $10.3M | Buy |
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|
2024
Q1 | $4.86M | Sell |
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|
2023
Q4 | $4.21M | Sell |
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|
2023
Q3 | $3.86M | Sell |
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|
2023
Q2 | $4.21M | Sell |
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|
2023
Q1 | $4.16M | Sell |
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|
2022
Q4 | $10.2M | Buy |
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|
2022
Q3 | $6.28M | Sell |
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|
2022
Q2 | $6.61M | Buy |
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|
2022
Q1 | $7.98M | Buy |
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|
2021
Q4 | $8.29M | Buy |
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|
2021
Q3 | $7.7M | Buy |
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|
2021
Q2 | $7.16M | Sell |
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|
2021
Q1 | $7.63M | Buy |
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|
2020
Q4 | $2.6M | Buy |
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|
2020
Q3 | $1.88M | Buy |
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|
2020
Q2 | $1.57M | Sell |
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|
2020
Q1 | $1.29M | Sell |
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|
2019
Q4 | $1.56M | Sell |
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|
2019
Q3 | $1.58M | Sell |
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|
2019
Q2 | $1.67M | Buy |
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|
2019
Q1 | $997K | Buy |
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|
2018
Q4 | $725K | Buy |
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|
2018
Q3 | $740K | Sell |
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|
2018
Q2 | $690K | Buy |
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|
2018
Q1 | $601K | Buy |
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|
2017
Q4 | $563K | Buy |
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|
2017
Q3 | $372K | Buy |
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