Credential Qtrade Securities’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Credential Qtrade Securities’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
2024 Q1	$166K	Buy	+885	New	+$154K	0.01%	243

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

RJA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Credential Qtrade Securities's MTUM Position: Q1 2024 in Review

Credential Qtrade Securities opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2024: 885 shares worth $166K. The stake represents 0.01% of the portfolio and ranks #243 among its holdings.

684 funds tracked by Wall St. Rank hold MTUM as of Q1 2024.

Credential Qtrade Securities held 885 shares of iShares MSCI USA Momentum Factor ETF worth $166K as of Q1 2024.
iShares MSCI USA Momentum Factor ETF was a new Credential Qtrade Securities position in Q1 2024.
iShares MSCI USA Momentum Factor ETF made up 0.01% of Credential Qtrade Securities's portfolio in Q1 2024, its #243 holding.
684 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.