Morton Brown Family Wealth’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Morton Brown Family 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
2023 Q2	–	Sell	-5	Closed	-$695	–	252
2023 Q1	$695	Buy	+5	New	+$705	﹤0.01%	279
2022 Q1	–	Sell	-130	Closed	-$24K	–	186
2021 Q4	$24K	Buy	+130	New	+$24K	0.02%	95

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morton Brown Family Wealth's MTUM Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2023, closing a stake of 5 shares — an estimated $695 sold.

Morton Brown Family Wealth first reported a position in MTUM in Q4 2021 and held it in 2 quarters. The position peaked at $24K in Q4 2021. 647 funds tracked by Wall St. Rank hold MTUM as of Q2 2023.

Morton Brown Family Wealth reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2023 after selling out during the quarter.
Morton Brown Family Wealth sold 5 iShares MSCI USA Momentum Factor ETF shares in Q2 2023, an estimated $695.
Morton Brown Family Wealth first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2021 and held it in 2 quarters.
Morton Brown Family Wealth's iShares MSCI USA Momentum Factor ETF position peaked at $24K in Q4 2021.
647 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.