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RFP Financial Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

RFP Financial 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
Q3 		– Sell
-1
Closed -$145 – 931
2023
Q2 		$145 Buy
+1
New +$141 ﹤0.01% 934

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RJA
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CAPTRUST Financial Advisors
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AssetMark Inc
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SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RFP Financial Group's MTUM Position: Q3 2023 in Review

RFP Financial Group sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2023, closing a stake of 1 share — an estimated $145 sold.

RFP Financial Group first reported a position in MTUM in Q2 2023 and held it in 1 quarter. The position peaked at $145 in Q2 2023. 620 funds tracked by Wall St. Rank hold MTUM as of Q3 2023.

  • RFP Financial Group reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2023 after selling out during the quarter.
  • RFP Financial Group sold 1 iShares MSCI USA Momentum Factor ETF share in Q3 2023, an estimated $145.
  • RFP Financial Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2023 and held it in 1 quarter.
  • RFP Financial Group's iShares MSCI USA Momentum Factor ETF position peaked at $145 in Q2 2023.
  • 620 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2023.

Based on RFP Financial Group's 13F filing for Q3 2023, filed 30 Oct 2023.