Masso Torrence Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Masso Torrence Wealth Management’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 Q1	–	Sell	-2,925	Closed	-$532K	–	253
2021 Q4	$532K	Buy	+2,925	New	+$539K	0.37%	48

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Masso Torrence Wealth Management's MTUM Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2022, closing a stake of 2,925 shares — an estimated $532K sold.

Masso Torrence Wealth Management first reported a position in MTUM in Q4 2021 and held it in 1 quarter. The position peaked at $532K in Q4 2021. 677 funds tracked by Wall St. Rank hold MTUM as of Q1 2022.

Masso Torrence Wealth Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2022 after selling out during the quarter.
Masso Torrence Wealth Management sold 2,925 iShares MSCI USA Momentum Factor ETF shares in Q1 2022, an estimated $532K.
Masso Torrence Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2021 and held it in 1 quarter.
Masso Torrence Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $532K in Q4 2021.
677 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.