Meitav Investment House’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Meitav Investment House’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	–	Sell	-1,362	Closed	-$276K	–	240
2024 Q3	$276K	Sell	1,362 -290	-18%	-$56.2K	﹤0.01%	206
2024 Q2	$322K	Hold	1,652	–	–	0.01%	195
2024 Q1	$310K	Hold	1,652	–	–	0.01%	201
2023 Q4	$259K	Hold	1,652	–	–	﹤0.01%	305
2023 Q3	$234K	Hold	1,652	–	–	﹤0.01%	310
2023 Q2	$235K	Hold	1,652	–	–	﹤0.01%	336
2023 Q1	$237K	Sell	1,652 -362	-18%	-$51.1K	﹤0.01%	339
2022 Q4	$295K	Hold	2,014	–	–	0.01%	326
2022 Q3	$269K	Hold	2,014	–	–	﹤0.01%	330
2022 Q2	$275K	Hold	2,014	–	–	﹤0.01%	306
2022 Q1	$339K	Sell	2,014 -452	-18%	-$74.4K	0.01%	332
2021 Q4	$448K	Hold	2,466	–	–	0.01%	317
2021 Q3	$434K	Hold	2,466	–	–	0.01%	324
2021 Q2	$428K	Sell	2,466 -18,860	-88%	-$3.19M	0.01%	323
2021 Q1	$3.43K	Buy	+21,326	New	+$3.53M	0.1%	136
2020 Q4	–	Sell	-2,000	Closed	-$295K	–	447
2020 Q3	$295K	Hold	2,000	–	–	0.01%	335
2020 Q2	$262K	Hold	2,000	–	–	0.02%	331
2020 Q1	$213K	Hold	2,000	–	–	0.02%	332
2019 Q4	$251K	Hold	2,000	–	–	0.02%	366
2019 Q3	$243K	Hold	2,000	–	–	0.02%	373
2019 Q2	$237K	Hold	2,000	–	–	0.02%	378
2019 Q1	$224K	Hold	2,000	–	–	0.01%	346
2018 Q4	$200K	Buy	+2,000	New	+$214K	0.01%	313

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 $9.54B AUM 19.86% 1-Year Est. Return

Meitav Investment House's MTUM Position: Q4 2024 in Review

Meitav Investment House sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2024, closing a stake of 1,362 shares — an estimated $276K sold.

Meitav Investment House first reported a position in MTUM in Q4 2018 and held it in 23 quarters. The position peaked at $448K in Q4 2021. 868 funds tracked by Wall St. Rank hold MTUM as of Q4 2024.

Meitav Investment House reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2024 after selling out during the quarter.
Meitav Investment House sold 1,362 iShares MSCI USA Momentum Factor ETF shares in Q4 2024, an estimated $276K.
Meitav Investment House first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2018 and held it in 23 quarters.
Meitav Investment House's iShares MSCI USA Momentum Factor ETF position peaked at $448K in Q4 2021.
868 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2024.

Based on Meitav Investment House's 13F filing for Q4 2024, filed 3 Feb 2025.