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Hirtle Callaghan & Co’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Hirtle Callaghan & Co’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
Q3 		– Sell
-1,906
Closed -$371K – 104
2024
Q2 		$371K Buy
+1,906
New +$356K 0.02% 86

Other funds holding MTUM

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Mercer Global Advisors
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hirtle Callaghan & Co's MTUM Position: Q3 2024 in Review

Hirtle Callaghan & Co sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2024, closing a stake of 1,906 shares — an estimated $371K sold.

Hirtle Callaghan & Co first reported a position in MTUM in Q2 2024 and held it in 1 quarter. The position peaked at $371K in Q2 2024. 700 funds tracked by Wall St. Rank hold MTUM as of Q3 2024.

  • Hirtle Callaghan & Co reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 1,906 iShares MSCI USA Momentum Factor ETF shares in Q3 2024, an estimated $371K.
  • Hirtle Callaghan & Co first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2024 and held it in 1 quarter.
  • Hirtle Callaghan & Co's iShares MSCI USA Momentum Factor ETF position peaked at $371K in Q2 2024.
  • 700 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2024.

Based on Hirtle Callaghan & Co's 13F filing for Q3 2024, filed 13 Nov 2024.