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

HYA 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
2022 Q2	–	Sell	-2,073	Closed	-$349K	–	152
2022 Q1	$349K	Hold	2,073	–	–	0.12%	116
2021 Q4	$377K	Sell	2,073 -1,311	-39%	-$242K	0.14%	111
2021 Q3	$601K	Buy	3,384 +716	+27%	+$127K	0.24%	70
2021 Q2	$463K	Buy	2,668 +710	+36%	+$120K	0.19%	86
2021 Q1	$315K	Buy	1,958 +389	+25%	+$64.3K	0.15%	106
2020 Q4	$253K	Buy	1,569 +201	+15%	+$30.8K	0.13%	112
2020 Q3	$202K	Buy	+1,368	New	+$195K	0.12%	120

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

HYA Advisors's MTUM Position: Q2 2022 in Review

HYA Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2022, closing a stake of 2,073 shares — an estimated $349K sold.

HYA Advisors first reported a position in MTUM in Q3 2020 and held it in 7 quarters. The position peaked at $601K in Q3 2021. 638 funds tracked by Wall St. Rank hold MTUM as of Q2 2022.

HYA Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2022 after selling out during the quarter.
HYA Advisors sold 2,073 iShares MSCI USA Momentum Factor ETF shares in Q2 2022, an estimated $349K.
HYA Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2020 and held it in 7 quarters.
HYA Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $601K in Q3 2021.
638 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2022.

Based on HYA Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.