Key Financial Inc’s Metallus MTUS Stock Holding History

Key Financial Inc’s Portfolio MTUS Stock Details MTUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-79	Closed	-$1.22K	–	1500
2025 Q2	$1.22K	Hold	79	–	–	﹤0.01%	1251
2025 Q1	$1.05K	Hold	79	–	–	﹤0.01%	1229
2024 Q4	$1.12K	Hold	79	–	–	﹤0.01%	1216
2024 Q3	$1.17K	Hold	79	–	–	﹤0.01%	1171
2024 Q2	$1.6K	Hold	79	–	–	﹤0.01%	1132
2024 Q1	$1.76K	Hold	79	–	–	﹤0.01%	1114
2023 Q4	$1.85K	Hold	79	–	–	﹤0.01%	1111
2023 Q3	$1.72K	Hold	79	–	–	﹤0.01%	1131
2023 Q2	$1.7K	Hold	79	–	–	﹤0.01%	1184
2023 Q1	$1.45K	Hold	79	–	–	﹤0.01%	990
2022 Q4	$1.18K	Hold	79	–	–	﹤0.01%	1013
2022 Q3	$1K	Hold	79	–	–	﹤0.01%	1096
2022 Q2	$1K	Hold	79	–	–	﹤0.01%	1072
2022 Q1	$2K	Hold	79	–	–	﹤0.01%	966
2021 Q4	$1K	Hold	79	–	–	﹤0.01%	936
2021 Q3	$1K	Hold	79	–	–	﹤0.01%	898
2021 Q2	$1K	Hold	79	–	–	﹤0.01%	844
2021 Q1	$1K	Hold	79	–	–	﹤0.01%	758
2020 Q4	$0	Buy	+79	New	+$357	﹤0.01%	746
2020 Q2	–	Sell	-79	Closed	–	–	677
2020 Q1	$0	Buy	+79	New	+$442	﹤0.01%	727

Other funds holding MTUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return