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

MBL Wealth’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
2021
Q3 		$2.54M Buy
+14,453
New +$2.57M 0.88% 35
2021
Q1 		$1.83M Buy
11,376
+3,374
+42% +$558K 0.64% 37
2020
Q4 		$1.29M Buy
+8,002
New +$1.23M 0.51% 41

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

MBL Wealth's MTUM Position: Q3 2021 in Review

MBL Wealth opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2021: 14,453 shares worth $2.54M. The stake represents 0.88% of the portfolio and ranks #35 among its holdings. This is a return to the name: MBL Wealth previously reported a position in MTUM as recently as Q1 2021.

MBL Wealth first reported a position in MTUM in Q4 2020 and has held it in 3 quarters since. 656 funds tracked by Wall St. Rank hold MTUM as of Q3 2021.

  • MBL Wealth held 14,453 shares of iShares MSCI USA Momentum Factor ETF worth $2.54M as of Q3 2021.
  • iShares MSCI USA Momentum Factor ETF was a new MBL Wealth position in Q3 2021.
  • iShares MSCI USA Momentum Factor ETF made up 0.88% of MBL Wealth's portfolio in Q3 2021, its #35 holding.
  • MBL Wealth first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and has held it in 3 quarters since.
  • 656 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2021.

Based on MBL Wealth's 13F filing for Q3 2021, filed 25 Oct 2021.