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MTUM icon

CFO4Life’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

CFO4Life’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
Q4 		$15.7M Buy
+107,257
New +$15.6M 3.33% 7
2016
Q4 		$2.61M Sell
34,354
-2,052
-6% -$156K 2.15% 11
2016
Q3 		$2.82M Buy
36,406
+13,977
+62% +$1.09M 2.44% 9
2016
Q2 		$1.71M Buy
22,429
+458
+2% +$33.9K 1.47% 12
2016
Q1 		$1.61M Buy
+21,971
New +$1.53M 1.44% 13

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 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 $1.89T AUM 35.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CFO4Life's MTUM Position: Q4 2022 in Review

CFO4Life opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2022: 107,257 shares worth $15.7M. The stake represents 3.33% of the portfolio and ranks #7 among its holdings. This is a return to the name: CFO4Life previously reported a position in MTUM as recently as Q4 2016.

CFO4Life first reported a position in MTUM in Q1 2016 and has held it in 5 quarters since. 764 funds tracked by Wall St. Rank hold MTUM as of Q4 2022.

  • CFO4Life held 107,257 shares of iShares MSCI USA Momentum Factor ETF worth $15.7M as of Q4 2022.
  • iShares MSCI USA Momentum Factor ETF was a new CFO4Life position in Q4 2022.
  • iShares MSCI USA Momentum Factor ETF made up 3.33% of CFO4Life's portfolio in Q4 2022, its #7 holding.
  • CFO4Life first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2016 and has held it in 5 quarters since.
  • 764 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.