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Americana Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Americana Partners’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
Q3 		– Sell
-2,094
Closed -$408K – 375
2024
Q2 		$408K Sell
2,094
-3
-0.1% -$560 0.03% 252
2024
Q1 		$393K Buy
2,097
+704
+51% +$123K 0.03% 252
2023
Q4 		$219K Buy
+1,393
New +$204K 0.02% 293

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RJA
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AssetMark Inc
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Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Americana Partners's MTUM Position: Q3 2024 in Review

Americana Partners sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2024, closing a stake of 2,094 shares — an estimated $408K sold.

Americana Partners first reported a position in MTUM in Q4 2023 and held it in 3 quarters. The position peaked at $408K in Q2 2024. 700 funds tracked by Wall St. Rank hold MTUM as of Q3 2024.

  • Americana Partners reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Americana Partners sold 2,094 iShares MSCI USA Momentum Factor ETF shares in Q3 2024, an estimated $408K.
  • Americana Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2023 and held it in 3 quarters.
  • Americana Partners's iShares MSCI USA Momentum Factor ETF position peaked at $408K in Q2 2024.
  • 700 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2024.

Based on Americana Partners's 13F filing for Q3 2024, filed 28 Oct 2024.