RBC
MTUM icon

Romano Brothers & Co’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-23
Closed -$3.36K – 710
2022
Q4 		$3.36K Buy
+23
New +$3.34K ﹤0.01% 886

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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

Romano Brothers & Co's MTUM Position: Q1 2023 in Review

Romano Brothers & Co sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2023, closing a stake of 23 shares — an estimated $3.36K sold.

Romano Brothers & Co first reported a position in MTUM in Q4 2022 and held it in 1 quarter. The position peaked at $3.36K in Q4 2022. 704 funds tracked by Wall St. Rank hold MTUM as of Q1 2023.

  • Romano Brothers & Co reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 23 iShares MSCI USA Momentum Factor ETF shares in Q1 2023, an estimated $3.36K.
  • Romano Brothers & Co first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's iShares MSCI USA Momentum Factor ETF position peaked at $3.36K in Q4 2022.
  • 704 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.