Kerntke Otto McGlone Wealth Management Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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
2023 Q1	–	Sell	-4	Closed	-$1K	–	107
2022 Q4	$1K	Buy	+4	New	+$580	﹤0.01%	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

RJA

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

SOMRS

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's MTUM Position: Q1 2023 in Review

Kerntke Otto McGlone Wealth Management Group sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2023, closing a stake of 4 shares — an estimated $1K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in MTUM in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 704 funds tracked by Wall St. Rank hold MTUM as of Q1 2023.

Kerntke Otto McGlone Wealth Management Group reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2023 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 4 iShares MSCI USA Momentum Factor ETF shares in Q1 2023, an estimated $1K.
Kerntke Otto McGlone Wealth Management Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and held it in 1 quarter.
Kerntke Otto McGlone Wealth Management Group's iShares MSCI USA Momentum Factor ETF position peaked at $1K in Q4 2022.
704 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2023.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2023, filed 4 May 2023.