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Equita Financial Network’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Equita Financial Network’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
Q3 		– Sell
-1,070
Closed -$209K – 85
2024
Q2 		$209K Buy
+1,070
New +$200K 0.09% 74

Other funds holding MTUM

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Mercer Global Advisors
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Equita Financial Network's MTUM Position: Q3 2024 in Review

Equita Financial Network sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2024, closing a stake of 1,070 shares — an estimated $209K sold.

Equita Financial Network first reported a position in MTUM in Q2 2024 and held it in 1 quarter. The position peaked at $209K in Q2 2024. 700 funds tracked by Wall St. Rank hold MTUM as of Q3 2024.

  • Equita Financial Network reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Equita Financial Network sold 1,070 iShares MSCI USA Momentum Factor ETF shares in Q3 2024, an estimated $209K.
  • Equita Financial Network first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2024 and held it in 1 quarter.
  • Equita Financial Network's iShares MSCI USA Momentum Factor ETF position peaked at $209K in Q2 2024.
  • 700 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2024.

Based on Equita Financial Network's 13F filing for Q3 2024, filed 7 Nov 2024.