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Quest Capital Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Quest Capital Management’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
Q4 		$1.6M Buy
8,821
+6,373
+260% +$1.17M 0.28% 60
2021
Q3 		$430K Buy
+2,448
New +$435K 0.08% 153

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Quest Capital Management's MTUM Position: Q4 2021 in Review

Quest Capital Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 260% in Q4 2021, buying an estimated $1.17M and bringing the position to 8,821 shares worth $1.6M. The position accounts for 0.28% of the portfolio, ranked #60.

Quest Capital Management first reported a position in MTUM in Q3 2021 and has held it in 2 quarters since. 743 funds tracked by Wall St. Rank hold MTUM as of Q4 2021.

  • Quest Capital Management held 8,821 shares of iShares MSCI USA Momentum Factor ETF worth $1.6M as of Q4 2021.
  • Quest Capital Management bought 6,373 iShares MSCI USA Momentum Factor ETF shares in Q4 2021, an estimated $1.17M.
  • iShares MSCI USA Momentum Factor ETF made up 0.28% of Quest Capital Management's portfolio in Q4 2021, its #60 holding.
  • Quest Capital Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2021 and has held it in 2 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.