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

Safeguard Financial’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
-263
Closed -$37K – 376
2023
Q2 		$37K Buy
+263
New +$37K 0.02% 188

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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AssetMark Inc
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Safeguard Financial's MTUM Position: Q3 2023 in Review

Safeguard Financial sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2023, closing a stake of 263 shares — an estimated $37K sold.

Safeguard Financial first reported a position in MTUM in Q2 2023 and held it in 1 quarter. The position peaked at $37K in Q2 2023. 620 funds tracked by Wall St. Rank hold MTUM as of Q3 2023.

  • Safeguard Financial reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 263 iShares MSCI USA Momentum Factor ETF shares in Q3 2023, an estimated $37K.
  • Safeguard Financial first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's iShares MSCI USA Momentum Factor ETF position peaked at $37K in Q2 2023.
  • 620 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2023.

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