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Schonfeld Strategic Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Schonfeld Strategic Advisors’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
2025
Q1 		– Sell
-14,415
Closed -$2.98M – 2393
2024
Q4 		$2.98M Buy
+14,415
New +$3.02M 0.02% 677
2023
Q4 		– Sell
-2,972
Closed -$415K – 2090
2023
Q3 		$415K Sell
2,972
-616
-17% -$88.9K ﹤0.01% 1251
2023
Q2 		$518K Buy
+3,588
New +$504K ﹤0.01% 1210

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schonfeld Strategic Advisors's MTUM Position: Q1 2025 in Review

Schonfeld Strategic Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2025, closing a stake of 14,415 shares — an estimated $2.98M sold.

Schonfeld Strategic Advisors first reported a position in MTUM in Q2 2023 and held it in 3 quarters. The position peaked at $2.98M in Q4 2024. 880 funds tracked by Wall St. Rank hold MTUM as of Q1 2025.

  • Schonfeld Strategic Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Schonfeld Strategic Advisors sold 14,415 iShares MSCI USA Momentum Factor ETF shares in Q1 2025, an estimated $2.98M.
  • Schonfeld Strategic Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2023 and held it in 3 quarters.
  • Schonfeld Strategic Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $2.98M in Q4 2024.
  • 880 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2025, filed 15 May 2025.