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Koesten Hirschmann & Crabtree’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Koesten Hirschmann & Crabtree’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
Q2 		– Sell
-23
Closed -$3.2K – 226
2023
Q1 		$3.2K Buy
+23
New +$3.25K ﹤0.01% 145

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAPTRUST Financial Advisors
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
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Koesten Hirschmann & Crabtree's MTUM Position: Q2 2023 in Review

Koesten Hirschmann & Crabtree sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2023, closing a stake of 23 shares — an estimated $3.2K sold.

Koesten Hirschmann & Crabtree first reported a position in MTUM in Q1 2023 and held it in 1 quarter. The position peaked at $3.2K in Q1 2023. 647 funds tracked by Wall St. Rank hold MTUM as of Q2 2023.

  • Koesten Hirschmann & Crabtree reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 23 iShares MSCI USA Momentum Factor ETF shares in Q2 2023, an estimated $3.2K.
  • Koesten Hirschmann & Crabtree first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2023 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's iShares MSCI USA Momentum Factor ETF position peaked at $3.2K in Q1 2023.
  • 647 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2023.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2023, filed 26 Jul 2023.