Kades & Cheifetz’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Kades & Cheifetz’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	$2.46M	Buy	+11,891	New	+$2.49M	1.26%	23

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

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 $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Kades & Cheifetz's MTUM Position: Q4 2024 in Review

Kades & Cheifetz opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2024: 11,891 shares worth $2.46M. The stake represents 1.26% of the portfolio and ranks #23 among its holdings.

868 funds tracked by Wall St. Rank hold MTUM as of Q4 2024.

Kades & Cheifetz held 11,891 shares of iShares MSCI USA Momentum Factor ETF worth $2.46M as of Q4 2024.
iShares MSCI USA Momentum Factor ETF was a new Kades & Cheifetz position in Q4 2024.
iShares MSCI USA Momentum Factor ETF made up 1.26% of Kades & Cheifetz's portfolio in Q4 2024, its #23 holding.
868 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.