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NFP Retirement Inc’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

NFP Retirement Inc’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
-1,466
Closed -$214K – 248
2022
Q4 		$214K Buy
+1,466
New +$213K 0.05% 220

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SOMRS
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NFP Retirement Inc's MTUM Position: Q1 2023 in Review

NFP Retirement Inc sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2023, closing a stake of 1,466 shares — an estimated $214K sold.

NFP Retirement Inc first reported a position in MTUM in Q4 2022 and held it in 1 quarter. The position peaked at $214K in Q4 2022. 704 funds tracked by Wall St. Rank hold MTUM as of Q1 2023.

  • NFP Retirement Inc reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2023 after selling out during the quarter.
  • NFP Retirement Inc sold 1,466 iShares MSCI USA Momentum Factor ETF shares in Q1 2023, an estimated $214K.
  • NFP Retirement Inc first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and held it in 1 quarter.
  • NFP Retirement Inc's iShares MSCI USA Momentum Factor ETF position peaked at $214K in Q4 2022.
  • 704 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2023.

Based on NFP Retirement Inc's 13F filing for Q1 2023, filed 13 Feb 2025.