Peterson Financial Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Peterson Financial Group’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 Q3	$8.7K	Buy	+43	New	+$8.33K	0.03%	223
2023 Q1	–	Sell	-1,423	Closed	-$208K	–	55
2022 Q4	$208K	Buy	+1,423	New	+$206K	0.27%	73
2022 Q2	–	Sell	-1,418	Closed	-$239K	–	75
2022 Q1	$239K	Sell	1,418 -114	-7%	-$18.8K	0.2%	73
2021 Q4	$279K	Buy	+1,532	New	+$282K	0.23%	73

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

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

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

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Peterson Financial Group's MTUM Position: Q3 2024 in Review

Peterson Financial Group opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2024: 43 shares worth $8.7K. The stake represents 0.03% of the portfolio and ranks #223 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in MTUM as recently as Q4 2022.

Peterson Financial Group first reported a position in MTUM in Q4 2021 and has held it in 4 quarters since. The position peaked at $279K in Q4 2021. 700 funds tracked by Wall St. Rank hold MTUM as of Q3 2024.

Peterson Financial Group held 43 shares of iShares MSCI USA Momentum Factor ETF worth $8.7K as of Q3 2024.
iShares MSCI USA Momentum Factor ETF was a new Peterson Financial Group position in Q3 2024.
iShares MSCI USA Momentum Factor ETF made up 0.03% of Peterson Financial Group's portfolio in Q3 2024, its #223 holding.
Peterson Financial Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2021 and has held it in 4 quarters since.
Peterson Financial Group's iShares MSCI USA Momentum Factor ETF position peaked at $279K in Q4 2021.
700 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.