Column Capital Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Column Capital 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	$6.29K	Sell	45 -29	-39%	-$4.19K	﹤0.01%	576
2023 Q2	$10.7K	Hold	74	–	–	﹤0.01%	526
2023 Q1	$10.3K	Hold	74	–	–	﹤0.01%	550
2022 Q4	$10.8K	Hold	74	–	–	﹤0.01%	508
2022 Q3	$10K	Hold	74	–	–	﹤0.01%	474
2022 Q2	$10K	Hold	74	–	–	﹤0.01%	481
2022 Q1	$12K	Hold	74	–	–	﹤0.01%	477
2021 Q4	$13K	Hold	74	–	–	﹤0.01%	481
2021 Q3	$13K	Hold	74	–	–	﹤0.01%	439
2021 Q2	$13K	Hold	74	–	–	﹤0.01%	443
2021 Q1	$12K	Hold	74	–	–	﹤0.01%	439
2020 Q4	$12K	Hold	74	–	–	﹤0.01%	439
2020 Q3	$11K	Buy	74 +26	+54%	+$3.71K	﹤0.01%	430
2020 Q2	$6K	Buy	+48	New	+$5.81K	﹤0.01%	554

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

Column Capital Advisors's MTUM Position: Q3 2023 in Review

Column Capital Advisors reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 39% in Q3 2023, selling an estimated $4.19K and leaving 45 shares worth $6.29K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Column Capital Advisors first reported a position in MTUM in Q2 2020 and has held it in 14 quarters since. The position peaked at $13K in Q4 2021. 620 funds tracked by Wall St. Rank hold MTUM as of Q3 2023.

Column Capital Advisors held 45 shares of iShares MSCI USA Momentum Factor ETF worth $6.29K as of Q3 2023.
Column Capital Advisors sold 29 iShares MSCI USA Momentum Factor ETF shares in Q3 2023, an estimated $4.19K.
iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #576 holding.
Column Capital Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2020 and has held it in 14 quarters since.
Column Capital Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $13K in Q4 2021.
620 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.