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Samalin Investment Counsel’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Samalin Investment Counsel’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
2021
Q3 		– Sell
-1,194
Closed -$207K – 248
2021
Q2 		$207K Buy
+1,194
New +$202K 0.13% 225

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Samalin Investment Counsel's MTUM Position: Q3 2021 in Review

Samalin Investment Counsel sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2021, closing a stake of 1,194 shares — an estimated $207K sold.

Samalin Investment Counsel first reported a position in MTUM in Q2 2021 and held it in 1 quarter. The position peaked at $207K in Q2 2021. 656 funds tracked by Wall St. Rank hold MTUM as of Q3 2021.

  • Samalin Investment Counsel reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2021 after selling out during the quarter.
  • Samalin Investment Counsel sold 1,194 iShares MSCI USA Momentum Factor ETF shares in Q3 2021, an estimated $207K.
  • Samalin Investment Counsel first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2021 and held it in 1 quarter.
  • Samalin Investment Counsel's iShares MSCI USA Momentum Factor ETF position peaked at $207K in Q2 2021.
  • 656 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2021.

Based on Samalin Investment Counsel's 13F filing for Q3 2021, filed 15 Nov 2021.