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Grove Bank & Trust’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Grove Bank & Trust’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
Q2 		– Sell
-133
Closed -$18.5K – 700
2023
Q1 		$18.5K Buy
+133
New +$18.8K ﹤0.01% 465

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Grove Bank & Trust's MTUM Position: Q2 2023 in Review

Grove Bank & Trust sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2023, closing a stake of 133 shares — an estimated $18.5K sold.

Grove Bank & Trust first reported a position in MTUM in Q1 2023 and held it in 1 quarter. The position peaked at $18.5K in Q1 2023. 647 funds tracked by Wall St. Rank hold MTUM as of Q2 2023.

  • Grove Bank & Trust reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Grove Bank & Trust sold 133 iShares MSCI USA Momentum Factor ETF shares in Q2 2023, an estimated $18.5K.
  • Grove Bank & Trust first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2023 and held it in 1 quarter.
  • Grove Bank & Trust's iShares MSCI USA Momentum Factor ETF position peaked at $18.5K in Q1 2023.
  • 647 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2023.

Based on Grove Bank & Trust's 13F filing for Q2 2023, filed 27 Jul 2023.