KIG
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Kowal Investment Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Kowal Investment 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
2021
Q4 		– Sell
-71
Closed -$13K – 629
2021
Q3 		$13K Buy
+71
New +$12.6K ﹤0.01% 473

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Kowal Investment Group's MTUM Position: Q4 2021 in Review

Kowal Investment Group sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2021, closing a stake of 71 shares — an estimated $13K sold.

Kowal Investment Group first reported a position in MTUM in Q3 2021 and held it in 1 quarter. The position peaked at $13K in Q3 2021. 743 funds tracked by Wall St. Rank hold MTUM as of Q4 2021.

  • Kowal Investment Group reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 71 iShares MSCI USA Momentum Factor ETF shares in Q4 2021, an estimated $13K.
  • Kowal Investment Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's iShares MSCI USA Momentum Factor ETF position peaked at $13K in Q3 2021.
  • 743 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.