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

Laurel Wealth Advisors (North Carolina)’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
Q3 		– Sell
-8
Closed -$1.43K – 734
2024
Q2 		$1.43K Buy
+8
New +$1.49K ﹤0.01% 570
2020
Q1 		– Sell
-46
Closed -$6K – 545
2019
Q4 		$6K Buy
+46
New +$5.58K ﹤0.01% 430

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RJA
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AssetMark Inc
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s MTUM Position: Q3 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2024, closing a stake of 8 shares — an estimated $1.43K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in MTUM in Q4 2019 and held it in 2 quarters. The position peaked at $6K in Q4 2019. 700 funds tracked by Wall St. Rank hold MTUM as of Q3 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 8 iShares MSCI USA Momentum Factor ETF shares in Q3 2024, an estimated $1.43K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2019 and held it in 2 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares MSCI USA Momentum Factor ETF position peaked at $6K in Q4 2019.
  • 700 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 5 Nov 2024.