BDO Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$23.1K	Hold	160	–	–	﹤0.01%	557
2023 Q1	$22.2K	Hold	160	–	–	﹤0.01%	570
2022 Q4	$23.3K	Sell	160 -36	-18%	-$5.22K	﹤0.01%	548
2022 Q3	$26K	Buy	+196	New	+$27.5K	﹤0.01%	521
2022 Q1	–	Sell	-194	Closed	-$35K	–	1106
2021 Q4	$35K	Hold	194	–	–	﹤0.01%	514
2021 Q3	$34K	Buy	+194	New	+$34.5K	﹤0.01%	508
2021 Q1	–	Sell	-45	Closed	-$7K	–	1225
2020 Q4	$7K	Hold	45	–	–	﹤0.01%	594
2020 Q3	$7K	Buy	+45	New	+$6.43K	﹤0.01%	527

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BDO Wealth Advisors's MTUM Position: Q2 2023 in Review

BDO Wealth Advisors held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2023 at 160 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

BDO Wealth Advisors first reported a position in MTUM in Q3 2020 and has held it in 8 quarters since. The position peaked at $35K in Q4 2021. 647 funds tracked by Wall St. Rank hold MTUM as of Q2 2023.

BDO Wealth Advisors held 160 shares of iShares MSCI USA Momentum Factor ETF worth $23.1K as of Q2 2023.
BDO Wealth Advisors left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2023.
iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #557 holding.
BDO Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2020 and has held it in 8 quarters since.
BDO Wealth Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $35K in Q4 2021.
647 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.