American State Bank (Iowa)’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

American State Bank (Iowa)’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
2024 Q1	–	Sell	-29	Closed	-$4.55K	–	243
2023 Q4	$4.55K	Hold	29	–	–	﹤0.01%	304
2023 Q3	$4.05K	Hold	29	–	–	﹤0.01%	299
2023 Q2	$4.18K	Hold	29	–	–	﹤0.01%	295
2023 Q1	$4.03K	Hold	29	–	–	﹤0.01%	297
2022 Q4	$4.23K	Hold	29	–	–	﹤0.01%	296
2022 Q3	$3.8K	Hold	29	–	–	﹤0.01%	290
2022 Q2	$3.96K	Hold	29	–	–	﹤0.01%	285
2022 Q1	$4.88K	Hold	29	–	–	﹤0.01%	278
2021 Q4	$5.27K	Hold	29	–	–	﹤0.01%	271
2021 Q3	$5.09K	Hold	29	–	–	﹤0.01%	273
2021 Q2	$5.03K	Hold	29	–	–	﹤0.01%	275
2021 Q1	$4.67K	Hold	29	–	–	﹤0.01%	274
2020 Q4	$4.68K	Buy	+29	New	+$4.44K	﹤0.01%	256

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

American State Bank (Iowa)'s MTUM Position: Q1 2024 in Review

American State Bank (Iowa) sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2024, closing a stake of 29 shares — an estimated $4.55K sold.

American State Bank (Iowa) first reported a position in MTUM in Q4 2020 and held it in 13 quarters. The position peaked at $5.27K in Q4 2021. 684 funds tracked by Wall St. Rank hold MTUM as of Q1 2024.

American State Bank (Iowa) reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2024 after selling out during the quarter.
American State Bank (Iowa) sold 29 iShares MSCI USA Momentum Factor ETF shares in Q1 2024, an estimated $4.55K.
American State Bank (Iowa) first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and held it in 13 quarters.
American State Bank (Iowa)'s iShares MSCI USA Momentum Factor ETF position peaked at $5.27K in Q4 2021.
684 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2024.

Based on American State Bank (Iowa)'s 13F filing for Q1 2024, filed 14 Apr 2026.