Waterloo Capital’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 | $782K | Sell |
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|
2025
Q2 | $741K | Sell |
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|
2025
Q1 | $812K | Buy |
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|
2024
Q4 | $485K | Sell |
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|
2024
Q3 | $522K | Hold |
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|
2024
Q2 | $502K | Sell |
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|
2024
Q1 | $879K | Buy |
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|
2023
Q4 | $516K | Buy |
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|
2023
Q3 | $423K | Buy |
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|
2023
Q2 | $412K | Hold |
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|
2023
Q1 | $397K | Buy |
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|
2020
Q1 | $938K | Buy |
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