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Morling Financial Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Morling Financial Advisors’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
Q2 		– Sell
-1,639
Closed -$307K – 99
2024
Q1 		$307K Buy
+1,639
New +$286K 0.18% 51

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Morling Financial Advisors's MTUM Position: Q2 2024 in Review

Morling Financial Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2024, closing a stake of 1,639 shares — an estimated $307K sold.

Morling Financial Advisors first reported a position in MTUM in Q1 2024 and held it in 1 quarter. The position peaked at $307K in Q1 2024. 693 funds tracked by Wall St. Rank hold MTUM as of Q2 2024.

  • Morling Financial Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Morling Financial Advisors sold 1,639 iShares MSCI USA Momentum Factor ETF shares in Q2 2024, an estimated $307K.
  • Morling Financial Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2024 and held it in 1 quarter.
  • Morling Financial Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $307K in Q1 2024.
  • 693 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2024.

Based on Morling Financial Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.