HBC Financial Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

HBC Financial Services’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
2024 Q4	$4K	Buy	+20	New	+$4.19K	﹤0.01%	143

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SOMRS

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HBC Financial Services's MTUM Position: Q4 2024 in Review

HBC Financial Services opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2024: 20 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #143 among its holdings.

872 funds tracked by Wall St. Rank hold MTUM as of Q4 2024.

HBC Financial Services held 20 shares of iShares MSCI USA Momentum Factor ETF worth $4K as of Q4 2024.
iShares MSCI USA Momentum Factor ETF was a new HBC Financial Services position in Q4 2024.
iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of HBC Financial Services's portfolio in Q4 2024, its #143 holding.
872 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.