Wealthfront Advisers’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Sell |
1,998
-122
| -6% | -$29.3K | ﹤0.01% | 807 |
|
|
2025
Q1 | $429K | Buy |
2,120
+868
| +69% | +$175K | ﹤0.01% | 803 |
|
|
2024
Q4 | $259K | Buy |
1,252
+255
| +26% | +$52.8K | ﹤0.01% | 856 |
|
|
2024
Q3 | $202K | Buy |
+997
| New | +$202K | ﹤0.01% | 883 |
|
|
2020
Q2 | – | Sell |
-2,150
| Closed | -$229K | – | 504 |
|
|
2020
Q1 | $229K | Sell |
2,150
-13
| -0.6% | -$1.39K | ﹤0.01% | 417 |
|
|
2019
Q4 | $272K | Buy |
2,163
+6
| +0.3% | +$755 | ﹤0.01% | 455 |
|
|
2019
Q3 | $257K | Sell |
2,157
-70
| -3% | -$8.34K | ﹤0.01% | 443 |
|
|
2019
Q2 | $264K | Buy |
2,227
+77
| +4% | +$9.13K | ﹤0.01% | 454 |
|
|
2019
Q1 | $241K | Hold |
2,150
| – | – | ﹤0.01% | 451 |
|
|
2018
Q4 | $215K | Buy |
+2,150
| New | +$215K | ﹤0.01% | 428 |
|