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Atwood & Palmer’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Atwood & Palmer’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
-24
Closed -$4K – 439
2021
Q2 		$4K Hold
24
– – ﹤0.01% 379
2021
Q1 		$4K Buy
+24
New +$3.97K ﹤0.01% 397

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

Atwood & Palmer's MTUM Position: Q3 2021 in Review

Atwood & Palmer sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2021, closing a stake of 24 shares — an estimated $4K sold.

Atwood & Palmer first reported a position in MTUM in Q1 2021 and held it in 2 quarters. The position peaked at $4K in Q2 2021. 656 funds tracked by Wall St. Rank hold MTUM as of Q3 2021.

  • Atwood & Palmer reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2021 after selling out during the quarter.
  • Atwood & Palmer sold 24 iShares MSCI USA Momentum Factor ETF shares in Q3 2021, an estimated $4K.
  • Atwood & Palmer first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2021 and held it in 2 quarters.
  • Atwood & Palmer's iShares MSCI USA Momentum Factor ETF position peaked at $4K in Q2 2021.
  • 656 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2021.

Based on Atwood & Palmer's 13F filing for Q3 2021, filed 19 Oct 2021.