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Freedom Wealth Alliance’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Freedom Wealth Alliance’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
2023
Q1 		– Sell
-6
Closed -$876 – 308
2022
Q4 		$876 Buy
+6
New +$870 ﹤0.01% 427

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SOMRS
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Freedom Wealth Alliance's MTUM Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2023, closing a stake of 6 shares — an estimated $876 sold.

Freedom Wealth Alliance first reported a position in MTUM in Q4 2022 and held it in 1 quarter. The position peaked at $876 in Q4 2022. 704 funds tracked by Wall St. Rank hold MTUM as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 6 iShares MSCI USA Momentum Factor ETF shares in Q1 2023, an estimated $876.
  • Freedom Wealth Alliance first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's iShares MSCI USA Momentum Factor ETF position peaked at $876 in Q4 2022.
  • 704 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.