Hoey Investments’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Hoey Investments’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 Q3	–	Sell	-66	Closed	-$11K	–	243
2021 Q2	$11K	Hold	66	–	–	﹤0.01%	167
2021 Q1	$11K	Hold	66	–	–	﹤0.01%	166
2020 Q4	$11K	Hold	66	–	–	﹤0.01%	140
2020 Q3	$10K	Hold	66	–	–	﹤0.01%	108
2020 Q2	$9K	Hold	66	–	–	﹤0.01%	114
2020 Q1	$7K	Hold	66	–	–	﹤0.01%	106
2019 Q4	$8K	Buy	+66	New	+$8.01K	0.01%	138

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Hoey Investments's MTUM Position: Q3 2021 in Review

Hoey Investments sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2021, closing a stake of 66 shares — an estimated $11K sold.

Hoey Investments first reported a position in MTUM in Q4 2019 and held it in 7 quarters. The position peaked at $11K in Q2 2021. 656 funds tracked by Wall St. Rank hold MTUM as of Q3 2021.

Hoey Investments reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2021 after selling out during the quarter.
Hoey Investments sold 66 iShares MSCI USA Momentum Factor ETF shares in Q3 2021, an estimated $11K.
Hoey Investments first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2019 and held it in 7 quarters.
Hoey Investments's iShares MSCI USA Momentum Factor ETF position peaked at $11K in Q2 2021.
656 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2021.

Based on Hoey Investments's 13F filing for Q3 2021, filed 12 Nov 2021.