Principal Financial Group
MTUM icon

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

Principal 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
2021
Q3 		– Sell
-1,388
Closed -$241K – 2605
2021
Q2 		$241K Sell
1,388
-65
-4% -$11K ﹤0.01% 2421
2021
Q1 		$234K Buy
+1,453
New +$240K ﹤0.01% 2341

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Bank of America
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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Principal Financial Group's MTUM Position: Q3 2021 in Review

Principal Financial Group sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2021, closing a stake of 1,388 shares — an estimated $241K sold.

Principal Financial Group first reported a position in MTUM in Q1 2021 and held it in 2 quarters. The position peaked at $241K in Q2 2021. 656 funds tracked by Wall St. Rank hold MTUM as of Q3 2021.

  • Principal Financial Group reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2021 after selling out during the quarter.
  • Principal Financial Group sold 1,388 iShares MSCI USA Momentum Factor ETF shares in Q3 2021, an estimated $241K.
  • Principal Financial Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2021 and held it in 2 quarters.
  • Principal Financial Group's iShares MSCI USA Momentum Factor ETF position peaked at $241K in Q2 2021.
  • 656 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2021.

Based on Principal Financial Group's 13F filing for Q3 2021, filed 9 Nov 2021.