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Goldstone Financial Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Goldstone Financial Group’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
Q1 		– Sell
-3,892
Closed -$611K – 172
2023
Q4 		$611K Buy
+3,892
New +$571K 0.16% 93
2023
Q3 		– Sell
-1,585
Closed -$229K – 162
2023
Q2 		$229K Sell
1,585
-52,038
-97% -$7.32M 0.07% 154
2023
Q1 		$7.46M Buy
+53,623
New +$7.57M 2.46% 9

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Goldstone Financial Group's MTUM Position: Q1 2024 in Review

Goldstone Financial Group sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2024, closing a stake of 3,892 shares — an estimated $611K sold.

Goldstone Financial Group first reported a position in MTUM in Q1 2023 and held it in 3 quarters. The position peaked at $7.46M in Q1 2023. 684 funds tracked by Wall St. Rank hold MTUM as of Q1 2024.

  • Goldstone Financial Group reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Goldstone Financial Group sold 3,892 iShares MSCI USA Momentum Factor ETF shares in Q1 2024, an estimated $611K.
  • Goldstone Financial Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2023 and held it in 3 quarters.
  • Goldstone Financial Group's iShares MSCI USA Momentum Factor ETF position peaked at $7.46M in Q1 2023.
  • 684 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2024.

Based on Goldstone Financial Group's 13F filing for Q1 2024, filed 15 Jan 2025.