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Bivin & Associates’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Bivin & Associates’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
-10
Closed -$2K – 399
2021
Q4 		$2K Buy
+10
New +$1.84K ﹤0.01% 255

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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 $22.6B AUM 40.24% 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

Bivin & Associates's MTUM Position: Q1 2022 in Review

Bivin & Associates sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2022, closing a stake of 10 shares — an estimated $2K sold.

Bivin & Associates first reported a position in MTUM in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 677 funds tracked by Wall St. Rank hold MTUM as of Q1 2022.

  • Bivin & Associates reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Bivin & Associates sold 10 iShares MSCI USA Momentum Factor ETF shares in Q1 2022, an estimated $2K.
  • Bivin & Associates first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2021 and held it in 1 quarter.
  • Bivin & Associates's iShares MSCI USA Momentum Factor ETF position peaked at $2K in Q4 2021.
  • 677 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2022.

Based on Bivin & Associates's 13F filing for Q1 2022, filed 6 May 2022.