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Security National Trust’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Security National Trust’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 		$52K Hold
300
– – 0.01% 257
2021
Q2 		$52K Hold
300
– – 0.01% 266
2021
Q1 		$48K Buy
+300
New +$49.6K 0.01% 270

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $85.1B AUM 27.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $22.6B AUM 40.24% 1-Year Est. Return

Security National Trust's MTUM Position: Q3 2021 in Review

Security National Trust held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q3 2021 at 300 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #257.

Security National Trust first reported a position in MTUM in Q1 2021 and has held it in 3 quarters since. 657 funds tracked by Wall St. Rank hold MTUM as of Q3 2021.

  • Security National Trust held 300 shares of iShares MSCI USA Momentum Factor ETF worth $52K as of Q3 2021.
  • Security National Trust left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q3 2021.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Security National Trust's portfolio in Q3 2021, its #257 holding.
  • Security National Trust first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2021 and has held it in 3 quarters since.
  • 657 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.