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HawsGoodwin Investment Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

HawsGoodwin Investment 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
2021
Q4 		$2.75M Buy
15,138
+963
+7% +$177K 0.8% 29
2021
Q3 		$2.49M Buy
14,175
+133
+0.9% +$23.6K 0.76% 30
2021
Q2 		$2.44M Sell
14,042
-4,923
-26% -$834K 0.75% 31
2021
Q1 		$3.05M Buy
+18,965
New +$3.14M 0.98% 25

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HawsGoodwin Investment Management's MTUM Position: Q4 2021 in Review

HawsGoodwin Investment Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 6.8% in Q4 2021, buying an estimated $177K and bringing the position to 15,138 shares worth $2.75M. The position accounts for 0.8% of the portfolio, ranked #29.

HawsGoodwin Investment Management first reported a position in MTUM in Q1 2021 and has held it in 4 quarters since. The position peaked at $3.05M in Q1 2021. 743 funds tracked by Wall St. Rank hold MTUM as of Q4 2021.

  • HawsGoodwin Investment Management held 15,138 shares of iShares MSCI USA Momentum Factor ETF worth $2.75M as of Q4 2021.
  • HawsGoodwin Investment Management bought 963 iShares MSCI USA Momentum Factor ETF shares in Q4 2021, an estimated $177K.
  • iShares MSCI USA Momentum Factor ETF made up 0.8% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #29 holding.
  • HawsGoodwin Investment Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2021 and has held it in 4 quarters since.
  • HawsGoodwin Investment Management's iShares MSCI USA Momentum Factor ETF position peaked at $3.05M in Q1 2021.
  • 743 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.