VisionPoint Advisory Group’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 | $264K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $4.31K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $933K | Buy |
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|
2020
Q4 | $920K | Sell |
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|
2020
Q3 | $849K | Buy |
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|
2020
Q2 | $776K | Sell |
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|
2020
Q1 | $921K | Sell |
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|
2019
Q4 | $1.16M | Sell |
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|
2019
Q3 | $1.12M | Buy |
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|
2019
Q2 | $1.09M | Sell |
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|
2019
Q1 | $1.03M | Buy |
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|
2018
Q4 | $895K | Buy |
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