RFA
MTUM icon

Reilly Financial Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Reilly Financial Advisors’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 		$33K Buy
+179
New +$33K ﹤0.01% 477
2018
Q1 		– Sell
-125
Closed -$13K – 1026
2017
Q4 		$13K Buy
+125
New +$12.6K ﹤0.01% 603

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

Reilly Financial Advisors's MTUM Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2021: 179 shares worth $33K. The stake represents ﹤0.01% of the portfolio and ranks #477 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in MTUM as recently as Q4 2017.

Reilly Financial Advisors first reported a position in MTUM in Q4 2017 and has held it in 2 quarters since. 743 funds tracked by Wall St. Rank hold MTUM as of Q4 2021.

  • Reilly Financial Advisors held 179 shares of iShares MSCI USA Momentum Factor ETF worth $33K as of Q4 2021.
  • iShares MSCI USA Momentum Factor ETF was a new Reilly Financial Advisors position in Q4 2021.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #477 holding.
  • Reilly Financial Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2017 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 Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.