Wealth Enhancement Advisory Services’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
Q2 | $244M | Buy |
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|
2025
Q1 | $187M | Sell |
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|
2024
Q4 | $195M | Sell |
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|
2024
Q3 | $196M | Sell |
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|
2024
Q2 | $199M | Sell |
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|
2024
Q1 | $197M | Sell |
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|
2023
Q4 | $518M | Buy |
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|
2023
Q3 | $436M | Buy |
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|
2023
Q2 | $318M | Buy |
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|
2023
Q1 | $298M | Buy |
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|
2022
Q4 | $305M | Buy |
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|
2022
Q3 | $277M | Buy |
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|
2022
Q2 | $261M | Buy |
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|
2022
Q1 | $292M | Buy |
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|
2021
Q4 | $270M | Buy |
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|
2021
Q3 | $293M | Buy |
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|
2021
Q2 | $257M | Buy |
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|
2021
Q1 | $234M | Buy |
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|
2020
Q4 | $224M | Buy |
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|
2020
Q3 | $200M | Sell |
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|
2020
Q2 | $184M | Buy |
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|
2020
Q1 | $145M | Buy |
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|
2019
Q4 | $150M | Buy |
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|
2019
Q3 | $133M | Buy |
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|
2019
Q2 | $125M | Buy |
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|
2019
Q1 | $91.8M | Buy |
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|
2018
Q4 | $78.5M | Sell |
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|
2018
Q3 | $78.3M | Buy |
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|
2018
Q2 | $82.9M | Buy |
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|
2018
Q1 | $73.1M | Buy |
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|
2017
Q4 | $67M | Buy |
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|
2017
Q3 | $54.8M | Buy |
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|
2017
Q2 | $47.7M | Buy |
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|
2017
Q1 | $38.7M | Buy |
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|
2016
Q4 | $31.4M | Buy |
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|
2016
Q3 | $23.3M | Buy |
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|
2016
Q2 | $18M | Buy |
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|
2016
Q1 | $15.6M | Buy |
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|
2015
Q4 | $11.1M | Buy |
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|
2015
Q3 | $9.12M | Buy |
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|
2015
Q2 | $7.21M | Buy |
|