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

Meridian Wealth Partners’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 		– Sell
-24,372
Closed -$4.23M – 78
2021
Q2 		$4.23M Buy
24,372
+567
+2% +$96K 0.99% 16
2021
Q1 		$3.83M Buy
+23,805
New +$3.94M 1.15% 15

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

Meridian Wealth Partners's MTUM Position: Q3 2021 in Review

Meridian Wealth Partners sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2021, closing a stake of 24,372 shares — an estimated $4.23M sold.

Meridian Wealth Partners first reported a position in MTUM in Q1 2021 and held it in 2 quarters. The position peaked at $4.23M in Q2 2021. 656 funds tracked by Wall St. Rank hold MTUM as of Q3 2021.

  • Meridian Wealth Partners reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 24,372 iShares MSCI USA Momentum Factor ETF shares in Q3 2021, an estimated $4.23M.
  • Meridian Wealth Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2021 and held it in 2 quarters.
  • Meridian Wealth Partners's iShares MSCI USA Momentum Factor ETF position peaked at $4.23M in Q2 2021.
  • 656 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2021.

Based on Meridian Wealth Partners's 13F filing for Q3 2021, filed 12 Nov 2021.