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HHM Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

HHM Wealth Advisors’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
Q3 		– Sell
-171
Closed -$24.7K – 809
2023
Q2 		$24.7K Sell
171
-19
-10% -$2.67K ﹤0.01% 392
2023
Q1 		$26.4K Buy
190
+171
+900% +$24.1K 0.01% 374
2022
Q4 		$2.77K Sell
19
-8
-30% -$1.16K ﹤0.01% 578
2022
Q3 		$4K Hold
27
– – ﹤0.01% 555
2022
Q2 		$4K Buy
+27
New +$3.96K ﹤0.01% 675

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HHM Wealth Advisors's MTUM Position: Q3 2023 in Review

HHM Wealth Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2023, closing a stake of 171 shares — an estimated $24.7K sold.

HHM Wealth Advisors first reported a position in MTUM in Q2 2022 and held it in 5 quarters. The position peaked at $26.4K in Q1 2023. 620 funds tracked by Wall St. Rank hold MTUM as of Q3 2023.

  • HHM Wealth Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 171 iShares MSCI USA Momentum Factor ETF shares in Q3 2023, an estimated $24.7K.
  • HHM Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2022 and held it in 5 quarters.
  • HHM Wealth Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $26.4K in Q1 2023.
  • 620 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2023.

Based on HHM Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.