Clarus Wealth Advisors MTUM Holdings History
Clarus Wealth Advisors's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-06-30, Clarus Wealth Advisors held 18,790.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $4.44 Mil. This investment constitutes 2.05% of their stock portfolio, and Clarus Wealth Advisors now holds 0.03% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2018Q2. And since then Clarus Wealth Advisors has made 11 purchases of MTUM, at an average price of $159.43, for a total of 51,496.00 shares. In addition, there have been 8 sales at an average price of $166.42 for 32,706.00 shares. Based on historical transaction data and MTUM's current price of $236.25, Clarus Wealth Advisors's estimated gain on his MTUM holdings is $1.67 Mil, reflecting a 20.37% gain to date.
Clarus Wealth Advisors MTUM ($236.25) Holding Chart
Clarus Wealth Advisors MTUM ($236.25) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
