Hudock Inc’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Hudock Inc’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	–	Sell	-153	Closed	-$20K	–	496
2022 Q3	$20K	Hold	153	–	–	0.01%	433
2022 Q2	$20K	Buy	153 +1	+0.7%	+$147	0.01%	419
2022 Q1	$25K	Hold	152	–	–	0.01%	413
2021 Q4	$27K	Sell	152 -32	-17%	-$5.9K	0.01%	405
2021 Q3	$32K	Buy	184 +33	+22%	+$5.86K	0.01%	383
2021 Q2	$26K	Hold	151	–	–	0.01%	410
2021 Q1	$24K	Sell	151 -343	-69%	-$56.7K	0.01%	423
2020 Q4	$79K	Buy	494 +343	+227%	+$52.6K	0.03%	252
2020 Q3	$22K	Hold	151	–	–	0.01%	367
2020 Q2	$19K	Buy	151 +1	+0.7%	+$121	0.01%	378
2020 Q1	$16K	Buy	+150	New	+$18.5K	0.01%	359

Other funds holding MTUM

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Hudock Inc's MTUM Position: Q4 2022 in Review

Hudock Inc sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2022, closing a stake of 153 shares — an estimated $20K sold.

Hudock Inc first reported a position in MTUM in Q1 2020 and held it in 11 quarters. The position peaked at $79K in Q4 2020. 764 funds tracked by Wall St. Rank hold MTUM as of Q4 2022.

Hudock Inc reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2022 after selling out during the quarter.
Hudock Inc sold 153 iShares MSCI USA Momentum Factor ETF shares in Q4 2022, an estimated $20K.
Hudock Inc first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2020 and held it in 11 quarters.
Hudock Inc's iShares MSCI USA Momentum Factor ETF position peaked at $79K in Q4 2020.
764 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.