World Equity Group’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
Q3 | $782K | Buy |
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|
2025
Q2 | $695K | Sell |
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|
2025
Q1 | $613K | Buy |
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|
2024
Q4 | $558K | Buy |
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|
2024
Q3 | $294K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $223K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $558K | Buy |
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|
2022
Q4 | $820K | Buy |
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|
2022
Q3 | $229K | Hold |
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|
2022
Q2 | $238K | Sell |
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|
2022
Q1 | $314K | Buy |
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