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

Aviance Capital 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
Q4 		– Sell
-1,000
Closed -$203K – 339
2024
Q3 		$203K Buy
+1,000
New +$194K 0.03% 321

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Aviance Capital Partners's MTUM Position: Q4 2024 in Review

Aviance Capital Partners sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2024, closing a stake of 1,000 shares — an estimated $203K sold.

Aviance Capital Partners first reported a position in MTUM in Q3 2024 and held it in 1 quarter. The position peaked at $203K in Q3 2024. 868 funds tracked by Wall St. Rank hold MTUM as of Q4 2024.

  • Aviance Capital Partners reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Aviance Capital Partners sold 1,000 iShares MSCI USA Momentum Factor ETF shares in Q4 2024, an estimated $203K.
  • Aviance Capital Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2024 and held it in 1 quarter.
  • Aviance Capital Partners's iShares MSCI USA Momentum Factor ETF position peaked at $203K in Q3 2024.
  • 868 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2024.

Based on Aviance Capital Partners's 13F filing for Q4 2024, filed 7 Feb 2025.