Gallagher Benefit Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Gallagher Benefit 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
2022 Q4	$3.51M	Buy	+24,048	New	+$3.49M	0.74%	24

Other funds holding MTUM

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RJA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

SOMRS

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

Gallagher Benefit Services's MTUM Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2022: 24,048 shares worth $3.51M. The stake represents 0.74% of the portfolio and ranks #24 among its holdings.

765 funds tracked by Wall St. Rank hold MTUM as of Q4 2022.

Gallagher Benefit Services held 24,048 shares of iShares MSCI USA Momentum Factor ETF worth $3.51M as of Q4 2022.
iShares MSCI USA Momentum Factor ETF was a new Gallagher Benefit Services position in Q4 2022.
iShares MSCI USA Momentum Factor ETF made up 0.74% of Gallagher Benefit Services's portfolio in Q4 2022, its #24 holding.
765 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.