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Fernwood Investment Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Fernwood Investment Management’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
Q2 		– Sell
-20
Closed -$3.75K – 511
2024
Q1 		$3.75K Buy
+20
New +$3.49K ﹤0.01% 652

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Fernwood Investment Management's MTUM Position: Q2 2024 in Review

Fernwood Investment Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2024, closing a stake of 20 shares — an estimated $3.75K sold.

Fernwood Investment Management first reported a position in MTUM in Q1 2024 and held it in 1 quarter. The position peaked at $3.75K in Q1 2024. 693 funds tracked by Wall St. Rank hold MTUM as of Q2 2024.

  • Fernwood Investment Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 20 iShares MSCI USA Momentum Factor ETF shares in Q2 2024, an estimated $3.75K.
  • Fernwood Investment Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's iShares MSCI USA Momentum Factor ETF position peaked at $3.75K in Q1 2024.
  • 693 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.