Anchor Pointe Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Anchor Pointe Wealth Management’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 Q4	$960K	Buy	+4,620	New	+$968K	1.25%	26

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

BTI

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

Anchor Pointe Wealth Management's MTUM Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2024: 4,620 shares worth $960K. The stake represents 1.25% of the portfolio and ranks #26 among its holdings.

870 funds tracked by Wall St. Rank hold MTUM as of Q4 2024.

Anchor Pointe Wealth Management held 4,620 shares of iShares MSCI USA Momentum Factor ETF worth $960K as of Q4 2024.
iShares MSCI USA Momentum Factor ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
iShares MSCI USA Momentum Factor ETF made up 1.25% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #26 holding.
870 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.