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Cambridge Trust’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Cambridge Trust’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
Q2 		– Sell
-5
Closed -$1K – 918
2022
Q1 		$1K Buy
+5
New +$823 ﹤0.01% 894

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
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cambridge Trust's MTUM Position: Q2 2022 in Review

Cambridge Trust sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2022, closing a stake of 5 shares — an estimated $1K sold.

Cambridge Trust first reported a position in MTUM in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 638 funds tracked by Wall St. Rank hold MTUM as of Q2 2022.

  • Cambridge Trust reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Cambridge Trust sold 5 iShares MSCI USA Momentum Factor ETF shares in Q2 2022, an estimated $1K.
  • Cambridge Trust first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2022 and held it in 1 quarter.
  • Cambridge Trust's iShares MSCI USA Momentum Factor ETF position peaked at $1K in Q1 2022.
  • 638 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2022.

Based on Cambridge Trust's 13F filing for Q2 2022, filed 16 Aug 2022.