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Retireful LLC’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Retireful LLC’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
Q2 		– Sell
-5,685
Closed -$790K – 106
2023
Q1 		$790K Buy
+5,685
New +$802K 0.25% 37

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RJA
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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 $57.3B AUM 18.32% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Retireful LLC's MTUM Position: Q2 2023 in Review

Retireful LLC sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2023, closing a stake of 5,685 shares — an estimated $790K sold.

Retireful LLC first reported a position in MTUM in Q1 2023 and held it in 1 quarter. The position peaked at $790K in Q1 2023. 647 funds tracked by Wall St. Rank hold MTUM as of Q2 2023.

  • Retireful LLC reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Retireful LLC sold 5,685 iShares MSCI USA Momentum Factor ETF shares in Q2 2023, an estimated $790K.
  • Retireful LLC first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2023 and held it in 1 quarter.
  • Retireful LLC's iShares MSCI USA Momentum Factor ETF position peaked at $790K in Q1 2023.
  • 647 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2023.

Based on Retireful LLC's 13F filing for Q2 2023, filed 11 Jul 2023.