Maxwell Wealth Strategies’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Maxwell Wealth Strategies’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 Q4	$2M	Buy	+9,688	New	+$2.03M	0.82%	36

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Maxwell Wealth Strategies's MTUM Position: Q4 2024 in Review

Maxwell Wealth Strategies opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2024: 9,688 shares worth $2M. The stake represents 0.82% of the portfolio and ranks #36 among its holdings.

868 funds tracked by Wall St. Rank hold MTUM as of Q4 2024.

Maxwell Wealth Strategies held 9,688 shares of iShares MSCI USA Momentum Factor ETF worth $2M as of Q4 2024.
iShares MSCI USA Momentum Factor ETF was a new Maxwell Wealth Strategies position in Q4 2024.
iShares MSCI USA Momentum Factor ETF made up 0.82% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #36 holding.
868 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.