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Iams Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Iams Wealth Management’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
Q1 		– Sell
-3,127
Closed -$491K – 123
2023
Q4 		$491K Buy
+3,127
New +$459K 0.32% 81
2023
Q1 		– Sell
-4,270
Closed -$623K – 111
2022
Q4 		$623K Buy
+4,270
New +$619K 0.63% 51

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Iams Wealth Management's MTUM Position: Q1 2024 in Review

Iams Wealth Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2024, closing a stake of 3,127 shares — an estimated $491K sold.

Iams Wealth Management first reported a position in MTUM in Q4 2022 and held it in 2 quarters. The position peaked at $623K in Q4 2022. 684 funds tracked by Wall St. Rank hold MTUM as of Q1 2024.

  • Iams Wealth Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Iams Wealth Management sold 3,127 iShares MSCI USA Momentum Factor ETF shares in Q1 2024, an estimated $491K.
  • Iams Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and held it in 2 quarters.
  • Iams Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $623K in Q4 2022.
  • 684 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2024.

Based on Iams Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.