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

Amundi’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
2022 Q4	–	Sell	-7,800	Closed	-$1.08M	–	1952
2022 Q3	$1.08M	Buy	+7,800	New	+$1.09M	﹤0.01%	1238

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Amundi's MTUM Position: Q4 2022 in Review

Amundi sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2022, closing a stake of 7,800 shares — an estimated $1.08M sold.

Amundi first reported a position in MTUM in Q3 2022 and held it in 1 quarter. The position peaked at $1.08M in Q3 2022. 764 funds tracked by Wall St. Rank hold MTUM as of Q4 2022.

Amundi reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2022 after selling out during the quarter.
Amundi sold 7,800 iShares MSCI USA Momentum Factor ETF shares in Q4 2022, an estimated $1.08M.
Amundi first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2022 and held it in 1 quarter.
Amundi's iShares MSCI USA Momentum Factor ETF position peaked at $1.08M in Q3 2022.
764 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2022.

Based on Amundi's 13F filing for Q4 2022, filed 14 Feb 2023.