YCG
Yeomans Consulting Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.91M | Buy |
+33,399
| New | +$7.91M | 3.27% | 11 |
|
|
2025
Q1 | – | Sell |
-87,017
| Closed | -$18M | – | 90 |
|
|
2024
Q4 | $18M | Buy |
87,017
+5,189
| +6% | +$1.07M | 6.74% | 3 |
|
|
2024
Q3 | $16.6M | Sell |
81,828
-12,292
| -13% | -$2.49M | 6.2% | 7 |
|
|
2024
Q2 | $18.3M | Sell |
94,120
-6,851
| -7% | -$1.34M | 7.09% | 7 |
|
|
2024
Q1 | $18.9M | Buy |
+100,971
| New | +$18.9M | 8.28% | 5 |
|