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

Clearview 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 Q3	–	Sell	-216	Closed	-$31.1K	–	428
2023 Q2	$31.1K	Sell	216 -1,058	-83%	-$149K	0.03%	225
2023 Q1	$177K	Sell	1,274 -2,582	-67%	-$364K	0.18%	120
2022 Q4	$563K	Buy	3,856 +3,729	+2,936%	+$541K	0.43%	56
2022 Q3	$17K	Sell	127 -38	-23%	-$5.33K	0.01%	277
2022 Q2	$23K	Sell	165 -75	-31%	-$11K	0.02%	262
2022 Q1	$40K	Sell	240 -38	-14%	-$6.25K	0.03%	221
2021 Q4	$51K	Sell	278 -335	-55%	-$61.7K	0.03%	226
2021 Q3	$108K	Sell	613 -6,650	-92%	-$1.18M	0.07%	151
2021 Q2	$1.26M	Buy	7,263 +620	+9%	+$105K	0.78%	31
2021 Q1	$1.07M	Buy	6,643 +5,500	+481%	+$909K	0.69%	34
2020 Q4	$184K	Buy	+1,143	New	+$175K	0.12%	111

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

SOMRS

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

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

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

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

Clearview Wealth Advisors's MTUM Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2023, closing a stake of 216 shares — an estimated $31.1K sold.

Clearview Wealth Advisors first reported a position in MTUM in Q4 2020 and held it in 11 quarters. The position peaked at $1.26M in Q2 2021. 620 funds tracked by Wall St. Rank hold MTUM as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 216 iShares MSCI USA Momentum Factor ETF shares in Q3 2023, an estimated $31.1K.
Clearview Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $1.26M in Q2 2021.
620 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.