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

Axiom Advisory’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 		$3.43M Buy
17,703
+2,951
+20% +$571K 0.03% 76
2024
Q2 		$2.75M Buy
+14,752
New +$2.75M 0.03% 83

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
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

Axiom Advisory's MTUM Position: Q3 2024 in Review

Axiom Advisory increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 20% in Q3 2024, buying an estimated $571K and bringing the position to 17,703 shares worth $3.43M. The position accounts for 0.03% of the portfolio, ranked #76.

Axiom Advisory first reported a position in MTUM in Q2 2024 and has held it in 2 quarters since. 700 funds tracked by Wall St. Rank hold MTUM as of Q3 2024.

  • Axiom Advisory held 17,703 shares of iShares MSCI USA Momentum Factor ETF worth $3.43M as of Q3 2024.
  • Axiom Advisory bought 2,951 iShares MSCI USA Momentum Factor ETF shares in Q3 2024, an estimated $571K.
  • iShares MSCI USA Momentum Factor ETF made up 0.03% of Axiom Advisory's portfolio in Q3 2024, its #76 holding.
  • Axiom Advisory first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2024 and has held it in 2 quarters since.
  • 700 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.