WFA of San Diego’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 | $46.1K | Buy |
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|
2024
Q3 | $42.6K | Sell |
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|
2024
Q2 | $41.3K | Buy |
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|
2023
Q3 | $27.9K | Buy |
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|
2023
Q2 | $28.1K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $26.9K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $31K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $306K | Sell |
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|
2021
Q3 | $469K | Buy |
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|
2021
Q2 | $222K | Sell |
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|
2021
Q1 | $229K | Buy |
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