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Midwest Heritage Bank’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Midwest Heritage Bank’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
-2,166
Closed -$394K – 71
2021
Q4 		$394K Buy
+2,166
New +$399K 0.38% 39

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RJA
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Midwest Heritage Bank's MTUM Position: Q1 2022 in Review

Midwest Heritage Bank sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2022, closing a stake of 2,166 shares — an estimated $394K sold.

Midwest Heritage Bank first reported a position in MTUM in Q4 2021 and held it in 1 quarter. The position peaked at $394K in Q4 2021. 677 funds tracked by Wall St. Rank hold MTUM as of Q1 2022.

  • Midwest Heritage Bank reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Midwest Heritage Bank sold 2,166 iShares MSCI USA Momentum Factor ETF shares in Q1 2022, an estimated $394K.
  • Midwest Heritage Bank first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2021 and held it in 1 quarter.
  • Midwest Heritage Bank's iShares MSCI USA Momentum Factor ETF position peaked at $394K in Q4 2021.
  • 677 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2022.

Based on Midwest Heritage Bank's 13F filing for Q1 2022, filed 28 Apr 2022.