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Moss Adams Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Moss Adams Wealth 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
2023
Q1 		– Sell
-8
Closed -$1.17K – 200
2022
Q4 		$1.17K Buy
+8
New +$1.16K ﹤0.01% 169

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
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
CAPTRUST Financial Advisors
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Moss Adams Wealth Advisors's MTUM Position: Q1 2023 in Review

Moss Adams Wealth Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2023, closing a stake of 8 shares — an estimated $1.17K sold.

Moss Adams Wealth Advisors first reported a position in MTUM in Q4 2022 and held it in 1 quarter. The position peaked at $1.17K in Q4 2022. 704 funds tracked by Wall St. Rank hold MTUM as of Q1 2023.

  • Moss Adams Wealth Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 8 iShares MSCI USA Momentum Factor ETF shares in Q1 2023, an estimated $1.17K.
  • Moss Adams Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and held it in 1 quarter.
  • Moss Adams Wealth Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $1.17K in Q4 2022.
  • 704 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2023, filed 20 Dec 2023.