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Mason & Associates (California)’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Mason & Associates (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
Q2 		– Sell
-1,385
Closed -$233K – 104
2022
Q1 		$233K Sell
1,385
-172
-11% -$28.3K 0.07% 100
2021
Q4 		$283K Buy
+1,557
New +$287K 0.09% 80

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Mason & Associates (California)'s MTUM Position: Q2 2022 in Review

Mason & Associates (California) sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2022, closing a stake of 1,385 shares — an estimated $233K sold.

Mason & Associates (California) first reported a position in MTUM in Q4 2021 and held it in 2 quarters. The position peaked at $283K in Q4 2021. 638 funds tracked by Wall St. Rank hold MTUM as of Q2 2022.

  • Mason & Associates (California) reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Mason & Associates (California) sold 1,385 iShares MSCI USA Momentum Factor ETF shares in Q2 2022, an estimated $233K.
  • Mason & Associates (California) first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2021 and held it in 2 quarters.
  • Mason & Associates (California)'s iShares MSCI USA Momentum Factor ETF position peaked at $283K in Q4 2021.
  • 638 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2022.

Based on Mason & Associates (California)'s 13F filing for Q2 2022, filed 26 Jul 2022.