Verdence Capital 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 | $860K | Sell |
|
|||||
|
2025
Q2 | $803K | Sell |
|
|||||
|
2025
Q1 | $942K | Sell |
|
|||||
|
2024
Q4 | $975K | Buy |
|
|||||
|
2024
Q3 | $941K | Hold |
|
|||||
|
2024
Q2 | $905K | Sell |
|
|||||
|
2024
Q1 | $872K | Buy |
|
|||||
|
2023
Q4 | $728K | Hold |
|
|||||
|
2023
Q3 | $648K | Buy |
|
|||||
|
2023
Q2 | $668K | Hold |
|
|||||
|
2023
Q1 | $644K | Sell |
|
|||||
|
2022
Q4 | $749K | Buy |
|