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Cooper/Haims Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Cooper/Haims 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
2021
Q4 		– Sell
-1,644
Closed -$285K – 83
2021
Q3 		$285K Hold
1,644
– – 0.17% 61
2021
Q2 		$285K Buy
1,644
+1
+0.1% +$169 0.19% 61
2021
Q1 		$264K Buy
+1,643
New +$272K 0.19% 59

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cooper/Haims Advisors's MTUM Position: Q4 2021 in Review

Cooper/Haims Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2021, closing a stake of 1,644 shares — an estimated $285K sold.

Cooper/Haims Advisors first reported a position in MTUM in Q1 2021 and held it in 3 quarters. The position peaked at $285K in Q3 2021. 743 funds tracked by Wall St. Rank hold MTUM as of Q4 2021.

  • Cooper/Haims Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Cooper/Haims Advisors sold 1,644 iShares MSCI USA Momentum Factor ETF shares in Q4 2021, an estimated $285K.
  • Cooper/Haims Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2021 and held it in 3 quarters.
  • Cooper/Haims Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $285K in Q3 2021.
  • 743 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2021.

Based on Cooper/Haims Advisors's 13F filing for Q4 2021, filed 21 Jan 2022.