Raymond James Trust Company of New Hampshire’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$252K Buy
+1,241
New +$240K 2.07% 15

Other funds holding MTUM

Raymond James Trust Company of New Hampshire's MTUM Position: Q3 2024 in Review

Raymond James Trust Company of New Hampshire opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2024: 1,241 shares worth $252K. The stake represents 2.07% of the portfolio and ranks #15 among its holdings.

700 funds tracked by Wall St. Rank hold MTUM as of Q3 2024.

  • Raymond James Trust Company of New Hampshire held 1,241 shares of iShares MSCI USA Momentum Factor ETF worth $252K as of Q3 2024.
  • iShares MSCI USA Momentum Factor ETF was a new Raymond James Trust Company of New Hampshire position in Q3 2024.
  • iShares MSCI USA Momentum Factor ETF made up 2.07% of Raymond James Trust Company of New Hampshire's portfolio in Q3 2024, its #15 holding.
  • 700 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2024.

Based on Raymond James Trust Company of New Hampshire's 13F filing for Q3 2024, filed 12 Nov 2024.