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Laurel Wealth Advisors (California)’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$241K Buy
+1,649
New +$239K 0.02% 576

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Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Laurel Wealth Advisors (California)'s MTUM Position: Q4 2022 in Review

Laurel Wealth Advisors (California) opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2022: 1,649 shares worth $241K. The stake represents 0.02% of the portfolio and ranks #576 among its holdings.

764 funds tracked by Wall St. Rank hold MTUM as of Q4 2022.

  • Laurel Wealth Advisors (California) held 1,649 shares of iShares MSCI USA Momentum Factor ETF worth $241K as of Q4 2022.
  • iShares MSCI USA Momentum Factor ETF was a new Laurel Wealth Advisors (California) position in Q4 2022.
  • iShares MSCI USA Momentum Factor ETF made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #576 holding.
  • 764 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.