Gyon Technologies Capital Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Gyon Technologies Capital Management’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 Q3	–	Sell	-8,689	Closed	-$1.19M	–	532
2022 Q2	$1.19M	Buy	8,689 +1,191	+16%	+$175K	0.33%	97
2022 Q1	$1.26M	Sell	7,498 -3,083	-29%	-$507K	0.89%	23
2021 Q4	$1.92M	Buy	+10,581	New	+$1.95M	0.36%	77
2021 Q1	–	Sell	-8,534	Closed	-$1.38M	–	466
2020 Q4	$1.38M	Buy	+8,534	New	+$1.31M	0.47%	57

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RJA

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SOMRS

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Gyon Technologies Capital Management's MTUM Position: Q3 2022 in Review

Gyon Technologies Capital Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2022, closing a stake of 8,689 shares — an estimated $1.19M sold.

Gyon Technologies Capital Management first reported a position in MTUM in Q4 2020 and held it in 4 quarters. The position peaked at $1.92M in Q4 2021. 610 funds tracked by Wall St. Rank hold MTUM as of Q3 2022.

Gyon Technologies Capital Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2022 after selling out during the quarter.
Gyon Technologies Capital Management sold 8,689 iShares MSCI USA Momentum Factor ETF shares in Q3 2022, an estimated $1.19M.
Gyon Technologies Capital Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and held it in 4 quarters.
Gyon Technologies Capital Management's iShares MSCI USA Momentum Factor ETF position peaked at $1.92M in Q4 2021.
610 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2022.

Based on Gyon Technologies Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.