WA
Waverly Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Buy |
55,088
+970
| +2% | +$233K | 0.15% | 142 |
|
|
2025
Q1 | $10.9M | Buy |
54,118
+277
| +0.5% | +$56K | 0.13% | 169 |
|
|
2024
Q4 | $11.1M | Sell |
53,841
-2,425
| -4% | -$502K | 0.17% | 126 |
|
|
2024
Q3 | $11.4M | Sell |
56,266
-4,075
| -7% | -$826K | 0.21% | 107 |
|
|
2024
Q2 | $11.8M | Buy |
60,341
+7,396
| +14% | +$1.44M | 0.23% | 91 |
|
|
2024
Q1 | $9.92M | Buy |
+52,945
| New | +$9.92M | 0.23% | 84 |
|