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Legend Financial Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Legend Financial Advisors’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
-21
Closed -$2.92K – 222
2023
Q1 		$2.92K Hold
21
– – ﹤0.01% 202
2022
Q4 		$3.06K Hold
21
– – ﹤0.01% 208
2022
Q3 		$2.75K Buy
+21
New +$2.94K ﹤0.01% 200

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

Legend Financial Advisors's MTUM Position: Q2 2023 in Review

Legend Financial Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2023, closing a stake of 21 shares — an estimated $2.92K sold.

Legend Financial Advisors first reported a position in MTUM in Q3 2022 and held it in 3 quarters. The position peaked at $3.06K in Q4 2022. 647 funds tracked by Wall St. Rank hold MTUM as of Q2 2023.

  • Legend Financial Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Legend Financial Advisors sold 21 iShares MSCI USA Momentum Factor ETF shares in Q2 2023, an estimated $2.92K.
  • Legend Financial Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2022 and held it in 3 quarters.
  • Legend Financial Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $3.06K in Q4 2022.
  • 647 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2023.

Based on Legend Financial Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.