Hartford Financial Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Hartford Financial 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
2023 Q2	–	Sell	-718	Closed	-$99.9K	–	374
2023 Q1	$99.9K	Hold	718	–	–	0.03%	180
2022 Q4	$105K	Hold	718	–	–	0.03%	179
2022 Q3	$94K	Hold	718	–	–	0.03%	179
2022 Q2	$98K	Hold	718	–	–	0.03%	175
2022 Q1	$121K	Hold	718	–	–	0.03%	174
2021 Q4	$131K	Hold	718	–	–	0.03%	167
2021 Q3	$126K	Hold	718	–	–	0.03%	165
2021 Q2	$125K	Hold	718	–	–	0.03%	169
2021 Q1	$116K	Hold	718	–	–	0.03%	165
2020 Q4	$116K	Hold	718	–	–	0.03%	164
2020 Q3	$106K	Hold	718	–	–	0.03%	159
2020 Q2	$94K	Hold	718	–	–	0.03%	166
2020 Q1	$76K	Hold	718	–	–	0.03%	165
2019 Q4	$90K	Hold	718	–	–	0.03%	182
2019 Q3	$86K	Hold	718	–	–	0.03%	185
2019 Q2	$85K	Hold	718	–	–	0.03%	186
2019 Q1	$81K	Hold	718	–	–	0.03%	189
2018 Q4	$72K	Hold	718	–	–	0.03%	195
2018 Q3	$85K	Hold	718	–	–	0.03%	198
2018 Q2	$79K	Buy	+718	New	+$78.6K	0.03%	207
2017 Q2	–	Sell	-710	Closed	-$58K	–	381
2017 Q1	$58K	Buy	+710	New	+$56.8K	0.04%	176

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hartford Financial Management's MTUM Position: Q2 2023 in Review

Hartford Financial Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2023, closing a stake of 718 shares — an estimated $99.9K sold.

Hartford Financial Management first reported a position in MTUM in Q1 2017 and held it in 21 quarters. The position peaked at $131K in Q4 2021. 647 funds tracked by Wall St. Rank hold MTUM as of Q2 2023.

Hartford Financial Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2023 after selling out during the quarter.
Hartford Financial Management sold 718 iShares MSCI USA Momentum Factor ETF shares in Q2 2023, an estimated $99.9K.
Hartford Financial Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2017 and held it in 21 quarters.
Hartford Financial Management's iShares MSCI USA Momentum Factor ETF position peaked at $131K in Q4 2021.
647 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2023.

Based on Hartford Financial Management's 13F filing for Q2 2023, filed 27 Jul 2023.