Sanford Advisory Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
Other funds holding MTUM
AWA
RJA
Sanford Advisory Services's MTUM Position: Q4 2022 in Review
Sanford Advisory Services increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 93% in Q4 2022, buying an estimated $1.8M and bringing the position to 25,678 shares worth $3.75M. The position accounts for 0.89% of the portfolio, ranked #23.
Sanford Advisory Services first reported a position in MTUM in Q2 2022 and has held it in 3 quarters since. 764 funds tracked by Wall St. Rank hold MTUM as of Q4 2022.
- Sanford Advisory Services held 25,678 shares of iShares MSCI USA Momentum Factor ETF worth $3.75M as of Q4 2022.
- Sanford Advisory Services bought 12,389 iShares MSCI USA Momentum Factor ETF shares in Q4 2022, an estimated $1.8M.
- iShares MSCI USA Momentum Factor ETF made up 0.89% of Sanford Advisory Services's portfolio in Q4 2022, its #23 holding.
- Sanford Advisory Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2022 and has held it in 3 quarters since.
- 764 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2022.
Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.