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Kiely Wealth Advisory Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Kiely Wealth Advisory 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
2024
Q4 		$540K Buy
2,379
+826
+53% +$173K 0.35% 22
2024
Q3 		$330K Buy
+1,553
New +$301K 0.21% 36

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BlackRock
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

Kiely Wealth Advisory Group's MTUM Position: Q4 2024 in Review

Kiely Wealth Advisory Group increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 53% in Q4 2024, buying an estimated $173K and bringing the position to 2,379 shares worth $540K. The position accounts for 0.35% of the portfolio, ranked #22.

Kiely Wealth Advisory Group first reported a position in MTUM in Q3 2024 and has held it in 2 quarters since. 868 funds tracked by Wall St. Rank hold MTUM as of Q4 2024.

  • Kiely Wealth Advisory Group held 2,379 shares of iShares MSCI USA Momentum Factor ETF worth $540K as of Q4 2024.
  • Kiely Wealth Advisory Group bought 826 iShares MSCI USA Momentum Factor ETF shares in Q4 2024, an estimated $173K.
  • iShares MSCI USA Momentum Factor ETF made up 0.35% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #22 holding.
  • Kiely Wealth Advisory Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2024 and has held it in 2 quarters since.
  • 868 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.