Resource Planning Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Resource Planning Group’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 Q4	$2.55M	Buy	+16,231	New	+$2.38M	1.62%	17

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Resource Planning Group's MTUM Position: Q4 2023 in Review

Resource Planning Group opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2023: 16,231 shares worth $2.55M. The stake represents 1.62% of the portfolio and ranks #17 among its holdings.

640 funds tracked by Wall St. Rank hold MTUM as of Q4 2023.

Resource Planning Group held 16,231 shares of iShares MSCI USA Momentum Factor ETF worth $2.55M as of Q4 2023.
iShares MSCI USA Momentum Factor ETF was a new Resource Planning Group position in Q4 2023.
iShares MSCI USA Momentum Factor ETF made up 1.62% of Resource Planning Group's portfolio in Q4 2023, its #17 holding.
640 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.