GI
MTUM icon

Glovista Investments’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Glovista Investments’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
2021
Q3 		– Sell
-1,435
Closed -$249K – 91
2021
Q2 		$249K Sell
1,435
-1,017
-41% -$172K 0.06% 99
2021
Q1 		$394K Sell
2,452
-15
-0.6% -$2.48K 0.12% 84
2020
Q4 		$398K Sell
2,467
-4,095
-62% -$627K 0.13% 96
2020
Q3 		$967K Buy
+6,562
New +$938K 0.34% 59

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Glovista Investments's MTUM Position: Q3 2021 in Review

Glovista Investments sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2021, closing a stake of 1,435 shares — an estimated $249K sold.

Glovista Investments first reported a position in MTUM in Q3 2020 and held it in 4 quarters. The position peaked at $967K in Q3 2020. 656 funds tracked by Wall St. Rank hold MTUM as of Q3 2021.

  • Glovista Investments reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2021 after selling out during the quarter.
  • Glovista Investments sold 1,435 iShares MSCI USA Momentum Factor ETF shares in Q3 2021, an estimated $249K.
  • Glovista Investments first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2020 and held it in 4 quarters.
  • Glovista Investments's iShares MSCI USA Momentum Factor ETF position peaked at $967K in Q3 2020.
  • 656 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2021.

Based on Glovista Investments's 13F filing for Q3 2021, filed 12 Nov 2021.