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Coppell Advisory Solutions’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-33
Closed -$6.86K – 1289
2024
Q4 		$6.86K Hold
33
– – ﹤0.01% 1240
2024
Q3 		$6.66K Hold
33
– – ﹤0.01% 1198
2024
Q2 		$6.43K Buy
+33
New +$6.16K ﹤0.01% 1135
2023
Q4 		$1.03M Sell
6,584
-742
-10% -$109K 0.21% 108
2023
Q3 		$1.07M Buy
+7,326
New +$1.06M 0.37% 67
2023
Q1 		– Sell
-7,326
Closed -$1.07M – 745
2022
Q4 		$1.07M Buy
+7,326
New +$1.06M 0.36% 71

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Coppell Advisory Solutions's MTUM Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2025, closing a stake of 33 shares — an estimated $6.86K sold.

Coppell Advisory Solutions first reported a position in MTUM in Q4 2022 and held it in 6 quarters. The position peaked at $1.07M in Q3 2023. 880 funds tracked by Wall St. Rank hold MTUM as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 33 iShares MSCI USA Momentum Factor ETF shares in Q1 2025, an estimated $6.86K.
  • Coppell Advisory Solutions first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and held it in 6 quarters.
  • Coppell Advisory Solutions's iShares MSCI USA Momentum Factor ETF position peaked at $1.07M in Q3 2023.
  • 880 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.