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

Rain 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
2023
Q1 		– Sell
-35
Closed -$5.11K – 126
2022
Q4 		$5.11K Buy
+35
New +$5.08K ﹤0.01% 85

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $2.3T AUM 54.33% 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 $65.5B AUM 24.25% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Rain Capital Management's MTUM Position: Q1 2023 in Review

Rain Capital Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2023, closing a stake of 35 shares — an estimated $5.11K sold.

Rain Capital Management first reported a position in MTUM in Q4 2022 and held it in 1 quarter. The position peaked at $5.11K in Q4 2022. 704 funds tracked by Wall St. Rank hold MTUM as of Q1 2023.

  • Rain Capital Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Rain Capital Management sold 35 iShares MSCI USA Momentum Factor ETF shares in Q1 2023, an estimated $5.11K.
  • Rain Capital Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and held it in 1 quarter.
  • Rain Capital Management's iShares MSCI USA Momentum Factor ETF position peaked at $5.11K in Q4 2022.
  • 704 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2023.

Based on Rain Capital Management's 13F filing for Q1 2023, filed 2 May 2023.