Brophy Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Brophy Wealth Management’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	$3.13M	Buy	+15,443	New	+$2.99M	1.12%	18

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

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

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 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 New York $70.8B AUM 21.68% 1-Year Est. Return

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

Brophy Wealth Management's MTUM Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2024: 15,443 shares worth $3.13M. The stake represents 1.12% of the portfolio and ranks #18 among its holdings.

700 funds tracked by Wall St. Rank hold MTUM as of Q3 2024.

Brophy Wealth Management held 15,443 shares of iShares MSCI USA Momentum Factor ETF worth $3.13M as of Q3 2024.
iShares MSCI USA Momentum Factor ETF was a new Brophy Wealth Management position in Q3 2024.
iShares MSCI USA Momentum Factor ETF made up 1.12% of Brophy Wealth Management's portfolio in Q3 2024, its #18 holding.
700 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.