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Bank Hapoalim BM’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Bank Hapoalim BM’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
Q1 		– Sell
-1,923
Closed -$350K – 226
2021
Q4 		$350K Sell
1,923
-325
-14% -$59.9K 0.04% 192
2021
Q3 		$395K Sell
2,248
-90
-4% -$16K 0.04% 186
2021
Q2 		$405K Hold
2,338
– – 0.05% 191
2021
Q1 		$376K Hold
2,338
– – 0.05% 185
2020
Q4 		$377K Hold
2,338
– – 0.05% 159
2020
Q3 		$345 Hold
2,338
– – 0.02% 135
2020
Q2 		$306K Hold
2,338
– – 0.07% 148
2020
Q1 		$249K Sell
2,338
-202
-8% -$25K 0.08% 146
2019
Q4 		$319K Sell
2,540
-203
-7% -$24.6K 0.07% 137
2019
Q3 		$325K Sell
2,743
-485
-15% -$58.5K 0.08% 130
2019
Q2 		$383K Sell
3,228
-250
-7% -$28.6K 0.09% 127
2019
Q1 		$390K Sell
3,478
-272
-7% -$29.2K 0.09% 119
2018
Q4 		$376K Sell
3,750
-150
-4% -$16.1K 0.12% 115
2018
Q3 		$464K Hold
3,900
– – 0.11% 129
2018
Q2 		$428K Sell
3,900
-100
-3% -$10.9K 0.12% 131
2018
Q1 		$424K Sell
4,000
-413
-9% -$45K 0.11% 128
2017
Q4 		$455 Buy
4,413
+110
+3% +$11.1K 0.1% 136
2017
Q3 		$412K Sell
4,303
-495
-10% -$45.8K 0.09% 152
2017
Q2 		$426K Sell
4,798
-1,160
-19% -$100K 0.1% 139
2017
Q1 		$492K Sell
5,958
-675
-10% -$54K 0.12% 124
2016
Q4 		$503K Buy
6,633
+440
+7% +$33.4K 0.13% 111
2016
Q3 		$479K Buy
6,193
+1,775
+40% +$138K 0.11% 129
2016
Q2 		$338K Hold
4,418
– – 0.08% 139
2016
Q1 		$323K Hold
4,418
– – 0.08% 126
2015
Q4 		$324K Hold
4,418
– – 0.07% 130
2015
Q3 		$301K Hold
4,418
– – 0.07% 131
2015
Q2 		$316K Buy
4,418
+770
+21% +$54.9K 0.06% 146
2015
Q1 		$256K Buy
+3,648
New +$255K 0.05% 148

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank Hapoalim BM's MTUM Position: Q1 2022 in Review

Bank Hapoalim BM sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2022, closing a stake of 1,923 shares — an estimated $350K sold.

Bank Hapoalim BM first reported a position in MTUM in Q1 2015 and held it in 28 quarters. The position peaked at $503K in Q4 2016. 677 funds tracked by Wall St. Rank hold MTUM as of Q1 2022.

  • Bank Hapoalim BM reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Bank Hapoalim BM sold 1,923 iShares MSCI USA Momentum Factor ETF shares in Q1 2022, an estimated $350K.
  • Bank Hapoalim BM first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2015 and held it in 28 quarters.
  • Bank Hapoalim BM's iShares MSCI USA Momentum Factor ETF position peaked at $503K in Q4 2016.
  • 677 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2022.

Based on Bank Hapoalim BM's 13F filing for Q1 2022, filed 28 Apr 2022.