Householder Group Estate & Retirement Specialist’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Householder Group Estate & Retirement Specialist’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	$224K	Buy	1,084 +59	+6%	+$12.4K	0.17%	95
2024 Q3	$207K	Sell	1,025 -431	-30%	-$83.5K	0.06%	240
2024 Q2	$283K	Sell	1,456 -179	-11%	-$33.4K	0.08%	193
2024 Q1	$306K	Buy	1,635 +160	+11%	+$27.9K	0.09%	185
2023 Q4	$231K	Sell	1,475 -1,801	-55%	-$264K	0.08%	225
2023 Q3	$458K	Buy	+3,276	New	+$473K	0.16%	113
2023 Q1	$0	Buy	+1	New	+$141	﹤0.01%	1280
2022 Q4	–	Sell	-106	Closed	-$13K	–	815
2022 Q3	$13K	Buy	+106	New	+$14.9K	0.01%	671

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 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

Householder Group Estate & Retirement Specialist's MTUM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 5.8% in Q4 2024, buying an estimated $12.4K and bringing the position to 1,084 shares worth $224K. The position accounts for 0.17% of the portfolio, ranked #95.

Householder Group Estate & Retirement Specialist first reported a position in MTUM in Q3 2022 and has held it in 8 quarters since. The position peaked at $458K in Q3 2023. 868 funds tracked by Wall St. Rank hold MTUM as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1,084 shares of iShares MSCI USA Momentum Factor ETF worth $224K as of Q4 2024.
Householder Group Estate & Retirement Specialist bought 59 iShares MSCI USA Momentum Factor ETF shares in Q4 2024, an estimated $12.4K.
iShares MSCI USA Momentum Factor ETF made up 0.17% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #95 holding.
Householder Group Estate & Retirement Specialist first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's iShares MSCI USA Momentum Factor ETF position peaked at $458K in Q3 2023.
868 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.