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Sculati Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Sculati Wealth Management’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
2024
Q3 		– Sell
-1,126
Closed -$219K – 111
2024
Q2 		$219K Sell
1,126
-144
-11% -$26.9K 0.09% 96
2024
Q1 		$238K Sell
1,270
-11
-0.9% -$1.92K 0.1% 92
2023
Q4 		$201K Buy
+1,281
New +$188K 0.09% 99
2023
Q2 		– Sell
-1,895
Closed -$263K – 113
2023
Q1 		$263K Hold
1,895
– – 0.14% 95
2022
Q4 		$277K Sell
1,895
-2
-0.1% -$290 0.16% 89
2022
Q3 		$249K Hold
1,897
– – 0.15% 99
2022
Q2 		$259K Sell
1,897
-430
-18% -$63.1K 0.15% 102
2022
Q1 		$392K Buy
2,327
+90
+4% +$14.8K 0.19% 88
2021
Q4 		$407K Buy
2,237
+189
+9% +$34.8K 0.2% 88
2021
Q3 		$360K Buy
2,048
+81
+4% +$14.4K 0.19% 90
2021
Q2 		$341K Buy
1,967
+11
+0.6% +$1.86K 0.18% 91
2021
Q1 		$315K Hold
1,956
– – 0.18% 94
2020
Q4 		$315K Hold
1,956
– – 0.21% 85
2020
Q3 		$288K Buy
1,956
+4
+0.2% +$572 0.22% 87
2020
Q2 		$256K Hold
1,952
– – 0.22% 81
2020
Q1 		$208K Buy
1,952
+200
+11% +$24.7K 0.23% 88
2019
Q4 		$220K Buy
+1,752
New +$213K 0.2% 83

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sculati Wealth Management's MTUM Position: Q3 2024 in Review

Sculati Wealth Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2024, closing a stake of 1,126 shares — an estimated $219K sold.

Sculati Wealth Management first reported a position in MTUM in Q4 2019 and held it in 17 quarters. The position peaked at $407K in Q4 2021. 700 funds tracked by Wall St. Rank hold MTUM as of Q3 2024.

  • Sculati Wealth Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Sculati Wealth Management sold 1,126 iShares MSCI USA Momentum Factor ETF shares in Q3 2024, an estimated $219K.
  • Sculati Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2019 and held it in 17 quarters.
  • Sculati Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $407K in Q4 2021.
  • 700 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2024.

Based on Sculati Wealth Management's 13F filing for Q3 2024, filed 22 Nov 2024.