Grant Street Asset Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,388
Closed -$200K 66
2023
Q2
$200K Buy
+1,388
New +$195K 0.08% 60
2021
Q2
Sell
-553
Closed -$89K 135
2021
Q1
$89K Buy
+553
New +$91.4K 0.05% 79

Other funds holding MTUM

Grant Street Asset Management's MTUM Position: Q3 2023 in Review

Grant Street Asset Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2023, closing a stake of 1,388 shares — an estimated $200K sold.

Grant Street Asset Management first reported a position in MTUM in Q1 2021 and held it in 2 quarters. The position peaked at $200K in Q2 2023. 620 funds tracked by Wall St. Rank hold MTUM as of Q3 2023.

  • Grant Street Asset Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2023 after selling out during the quarter.
  • Grant Street Asset Management sold 1,388 iShares MSCI USA Momentum Factor ETF shares in Q3 2023, an estimated $200K.
  • Grant Street Asset Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2021 and held it in 2 quarters.
  • Grant Street Asset Management's iShares MSCI USA Momentum Factor ETF position peaked at $200K in Q2 2023.
  • 620 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2023.

Based on Grant Street Asset Management's 13F filing for Q3 2023, filed 6 Dec 2023.