Zacks Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,112
| Closed | -$772K | – | 689 |
|
|
2024
Q1 | $772K | Sell |
4,112
-546
| -12% | -$102K | 0.01% | 420 |
|
|
2023
Q4 | $731K | Sell |
4,658
-206
| -4% | -$32.3K | 0.01% | 413 |
|
|
2023
Q3 | $679K | Sell |
4,864
-35
| -0.7% | -$4.89K | 0.01% | 411 |
|
|
2023
Q2 | $707K | Buy |
4,899
+33
| +0.7% | +$4.76K | 0.01% | 418 |
|
|
2023
Q1 | $677K | Sell |
4,866
-883
| -15% | -$123K | 0.01% | 417 |
|
|
2022
Q4 | $839K | Buy |
+5,749
| New | +$839K | 0.01% | 380 |
|