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Impact Partnership Wealth’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Impact Partnership Wealth’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
Closed -$471 – 810
2023
Q4 		$471 Hold
3
– – ﹤0.01% 796
2023
Q3 		$419 Sell
3
-4
-57% -$577 ﹤0.01% 940
2023
Q2 		$1.01K Buy
+7
New +$984 ﹤0.01% 791

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

Impact Partnership Wealth's MTUM Position: Q1 2024 in Review

Impact Partnership Wealth sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2024, closing a stake of 3 shares — an estimated $471 sold.

Impact Partnership Wealth first reported a position in MTUM in Q2 2023 and held it in 3 quarters. The position peaked at $1.01K in Q2 2023. 684 funds tracked by Wall St. Rank hold MTUM as of Q1 2024.

  • Impact Partnership Wealth reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 3 iShares MSCI USA Momentum Factor ETF shares in Q1 2024, an estimated $471.
  • Impact Partnership Wealth first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's iShares MSCI USA Momentum Factor ETF position peaked at $1.01K in Q2 2023.
  • 684 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.