Fort Washington Investment Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Fort Washington Investment Advisors’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
2022 Q3	–	Sell	-4,259	Closed	-$581K	–	415
2022 Q2	$581K	Hold	4,259	–	–	﹤0.01%	316
2022 Q1	$717K	Buy	4,259 +1,079	+34%	+$178K	﹤0.01%	346
2021 Q4	$578K	Sell	3,180 -71	-2%	-$13.1K	﹤0.01%	377
2021 Q3	$571K	Sell	3,251 -8,558	-72%	-$1.52M	﹤0.01%	372
2021 Q2	$2.05M	Sell	11,809 -130	-1%	-$22K	0.02%	266
2021 Q1	$1.92M	Hold	11,939	–	–	0.02%	269
2020 Q4	$1.93M	Buy	11,939 +5,662	+90%	+$868K	0.02%	272
2020 Q3	$925K	Hold	6,277	–	–	0.01%	315
2020 Q2	$822K	Buy	+6,277	New	+$760K	0.01%	328

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RJA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Fort Washington Investment Advisors's MTUM Position: Q3 2022 in Review

Fort Washington Investment Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2022, closing a stake of 4,259 shares — an estimated $581K sold.

Fort Washington Investment Advisors first reported a position in MTUM in Q2 2020 and held it in 9 quarters. The position peaked at $2.05M in Q2 2021. 610 funds tracked by Wall St. Rank hold MTUM as of Q3 2022.

Fort Washington Investment Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2022 after selling out during the quarter.
Fort Washington Investment Advisors sold 4,259 iShares MSCI USA Momentum Factor ETF shares in Q3 2022, an estimated $581K.
Fort Washington Investment Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2020 and held it in 9 quarters.
Fort Washington Investment Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $2.05M in Q2 2021.
610 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2022.

Based on Fort Washington Investment Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.