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Heritage Wealth Management (Arizona)’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$1.68M Buy
11,500
+5,516
+92% +$800K 0.24% 70
2022
Q3 		$785K Sell
5,984
-407
-6% -$57.1K 0.25% 66
2022
Q2 		$872K Sell
6,391
-974
-13% -$143K 0.29% 63
2022
Q1 		$1.24M Buy
+7,365
New +$1.21M 0.33% 58
2021
Q3 		$1.52M Sell
8,674
-2,709
-24% -$481K 0.54% 37
2021
Q2 		$1.97M Sell
11,383
-2,006
-15% -$340K 0.75% 21
2021
Q1 		$2.15M Buy
+13,389
New +$2.21M 1.21% 15

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Fidelity Investments
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AWA
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RJA
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Morgan Stanley
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return