Farmers & Merchants Investments Inc’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Farmers & Merchants Investments Inc’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 Q4	–	Sell	-9	Closed	-$1.82K	–	1804
2024 Q3	$1.82K	Hold	9	–	–	﹤0.01%	1232
2024 Q2	$1.75K	Buy	+9	New	+$1.68K	﹤0.01%	1201
2023 Q1	–	Sell	-9	Closed	-$1.31K	–	1778
2022 Q4	$1.31K	Buy	+9	New	+$1.31K	﹤0.01%	1269
2019 Q4	–	Sell	-7	Closed	-$1K	–	865
2019 Q3	$1K	Hold	7	–	–	﹤0.01%	832
2019 Q2	$1K	Buy	+7	New	+$801	﹤0.01%	837
2018 Q3	–	Sell	-25	Closed	-$3K	–	859
2018 Q2	$3K	Buy	+25	New	+$2.74K	﹤0.01%	798

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Farmers & Merchants Investments Inc's MTUM Position: Q4 2024 in Review

Farmers & Merchants Investments Inc sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2024, closing a stake of 9 shares — an estimated $1.82K sold.

Farmers & Merchants Investments Inc first reported a position in MTUM in Q2 2018 and held it in 6 quarters. The position peaked at $3K in Q2 2018. 868 funds tracked by Wall St. Rank hold MTUM as of Q4 2024.

Farmers & Merchants Investments Inc reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2024 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 9 iShares MSCI USA Momentum Factor ETF shares in Q4 2024, an estimated $1.82K.
Farmers & Merchants Investments Inc first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2018 and held it in 6 quarters.
Farmers & Merchants Investments Inc's iShares MSCI USA Momentum Factor ETF position peaked at $3K in Q2 2018.
868 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2024.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2024, filed 28 Jan 2025.