First Personal Financial Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

First Personal Financial Services’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	-146	Closed	-$27.4K	–	367
2024 Q1	$27.4K	Buy	+146	New	+$25.5K	0.01%	218
2023 Q2	–	Sell	-54	Closed	-$7.51K	–	388
2023 Q1	$7.51K	Sell	54 -276	-84%	-$38.9K	﹤0.01%	339
2022 Q4	$48.2K	Hold	330	–	–	0.01%	212
2022 Q3	$43K	Hold	330	–	–	0.01%	208
2022 Q2	$45K	Hold	330	–	–	0.01%	178
2022 Q1	$56K	Buy	+330	New	+$54.3K	0.01%	180

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

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

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

BlackRock New York $5.72T AUM 30.48% 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

First Personal Financial Services's MTUM Position: Q2 2024 in Review

First Personal Financial Services sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2024, closing a stake of 146 shares — an estimated $27.4K sold.

First Personal Financial Services first reported a position in MTUM in Q1 2022 and held it in 6 quarters. The position peaked at $56K in Q1 2022. 693 funds tracked by Wall St. Rank hold MTUM as of Q2 2024.

First Personal Financial Services reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2024 after selling out during the quarter.
First Personal Financial Services sold 146 iShares MSCI USA Momentum Factor ETF shares in Q2 2024, an estimated $27.4K.
First Personal Financial Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2022 and held it in 6 quarters.
First Personal Financial Services's iShares MSCI USA Momentum Factor ETF position peaked at $56K in Q1 2022.
693 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2024.

Based on First Personal Financial Services's 13F filing for Q2 2024, filed 30 Jul 2024.