Regions Financial Corp’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Regions Financial Corp’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
2022 Q2	–	Sell	-1,382	Closed	-$233K	–	889
2022 Q1	$233K	Sell	1,382 -140	-9%	-$23K	﹤0.01%	840
2021 Q4	$277K	Buy	+1,522	New	+$280K	﹤0.01%	801
2019 Q2	–	Sell	-404	Closed	-$45K	–	1383
2019 Q1	$45K	Hold	404	–	–	﹤0.01%	1168
2018 Q4	$40K	Hold	404	–	–	﹤0.01%	1188
2018 Q3	$48K	Hold	404	–	–	﹤0.01%	1220
2018 Q2	$44K	Hold	404	–	–	﹤0.01%	1228
2018 Q1	$43K	Buy	+404	New	+$44K	﹤0.01%	1249

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Regions Financial Corp's MTUM Position: Q2 2022 in Review

Regions Financial Corp sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2022, closing a stake of 1,382 shares — an estimated $233K sold.

Regions Financial Corp first reported a position in MTUM in Q1 2018 and held it in 7 quarters. The position peaked at $277K in Q4 2021. 638 funds tracked by Wall St. Rank hold MTUM as of Q2 2022.

Regions Financial Corp reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2022 after selling out during the quarter.
Regions Financial Corp sold 1,382 iShares MSCI USA Momentum Factor ETF shares in Q2 2022, an estimated $233K.
Regions Financial Corp first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2018 and held it in 7 quarters.
Regions Financial Corp's iShares MSCI USA Momentum Factor ETF position peaked at $277K in Q4 2021.
638 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2022.

Based on Regions Financial Corp's 13F filing for Q2 2022, filed 25 Jul 2022.