WealthShield Partners’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 | $3.98M | Buy |
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|
2025
Q1 | $3.32M | Buy |
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|
2024
Q4 | $3.04M | Buy |
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|
2024
Q3 | $568K | Buy |
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|
2024
Q2 | $370K | Sell |
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|
2024
Q1 | $399K | Sell |
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|
2023
Q4 | $480K | Sell |
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|
2023
Q3 | $479K | Buy |
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|
2023
Q2 | $462K | Sell |
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|
2023
Q1 | $899K | Sell |
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|
2022
Q4 | $2.17M | Buy |
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|
2022
Q3 | $285K | Sell |
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|
2022
Q2 | $327K | Sell |
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|
2022
Q1 | $1.57M | Sell |
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|
2021
Q4 | $4.31M | Buy |
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|
2021
Q3 | $2.64M | Sell |
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|
2021
Q2 | $17.3M | Buy |
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|
2021
Q1 | $10.7M | Buy |
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|
2020
Q4 | $6.14M | Buy |
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|
2020
Q3 | $2.41M | Buy |
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|
2020
Q2 | $778K | Sell |
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|
2020
Q1 | $1.7M | Sell |
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|
2019
Q4 | $2.19M | Sell |
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|
2019
Q3 | $2.26M | Buy |
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|
2019
Q2 | $613K | Buy |
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|
2019
Q1 | $566K | Buy |
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|
2018
Q4 | $379K | Sell |
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|
2018
Q3 | $1.88M | Buy |
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|
2018
Q2 | $17K | Buy |
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|
2018
Q1 | $10K | Sell |
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|
2017
Q4 | $34K | Buy |
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