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Altshuler Shaham’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Altshuler Shaham’s Portfolio MTUM Stock Details MTUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-219
Closed -$38K – 616
2021
Q2 		$38K Buy
+219
New +$37.1K ﹤0.01% 496

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Altshuler Shaham's MTUM Position: Q3 2021 in Review

Altshuler Shaham sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2021, closing a stake of 219 shares — an estimated $38K sold.

Altshuler Shaham first reported a position in MTUM in Q2 2021 and held it in 1 quarter. The position peaked at $38K in Q2 2021. 656 funds tracked by Wall St. Rank hold MTUM as of Q3 2021.

  • Altshuler Shaham reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2021 after selling out during the quarter.
  • Altshuler Shaham sold 219 iShares MSCI USA Momentum Factor ETF shares in Q3 2021, an estimated $38K.
  • Altshuler Shaham first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2021 and held it in 1 quarter.
  • Altshuler Shaham's iShares MSCI USA Momentum Factor ETF position peaked at $38K in Q2 2021.
  • 656 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2021.

Based on Altshuler Shaham's 13F filing for Q3 2021, filed 15 Nov 2021.