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

Sheets Smith 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
2023
Q4 		– Sell
-200
Closed -$27.9K – 442
2023
Q3 		$27.9K Sell
200
-6,060
-97% -$875K ﹤0.01% 418
2023
Q2 		$903K Sell
6,260
-1,559
-20% -$219K 0.13% 146
2023
Q1 		$1.09M Sell
7,819
-827
-10% -$117K 0.17% 121
2022
Q4 		$1.26M Buy
+8,646
New +$1.25M 0.2% 112

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 $58.2B AUM 22.78% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Sheets Smith Wealth Management's MTUM Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2023, closing a stake of 200 shares — an estimated $27.9K sold.

Sheets Smith Wealth Management first reported a position in MTUM in Q4 2022 and held it in 4 quarters. The position peaked at $1.26M in Q4 2022. 640 funds tracked by Wall St. Rank hold MTUM as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 200 iShares MSCI USA Momentum Factor ETF shares in Q4 2023, an estimated $27.9K.
  • Sheets Smith Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and held it in 4 quarters.
  • Sheets Smith Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $1.26M in Q4 2022.
  • 640 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.