Silicon Valley Capital Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Silicon Valley Capital Partners’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 Q1	–	Sell	-106	Closed	-$16.6K	–	349
2023 Q4	$16.6K	Buy	106 +1	+1%	+$147	﹤0.01%	202
2023 Q3	$14.7K	Hold	105	–	–	﹤0.01%	165
2023 Q2	$15.1K	Hold	105	–	–	﹤0.01%	162
2023 Q1	$14.5K	Buy	105 +1	+1%	+$141	﹤0.01%	151
2022 Q4	$15.2K	Buy	+104	New	+$15.1K	﹤0.01%	131

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Silicon Valley Capital Partners's MTUM Position: Q1 2024 in Review

Silicon Valley Capital Partners sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2024, closing a stake of 106 shares — an estimated $16.6K sold.

Silicon Valley Capital Partners first reported a position in MTUM in Q4 2022 and held it in 5 quarters. The position peaked at $16.6K in Q4 2023. 684 funds tracked by Wall St. Rank hold MTUM as of Q1 2024.

Silicon Valley Capital Partners reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2024 after selling out during the quarter.
Silicon Valley Capital Partners sold 106 iShares MSCI USA Momentum Factor ETF shares in Q1 2024, an estimated $16.6K.
Silicon Valley Capital Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and held it in 5 quarters.
Silicon Valley Capital Partners's iShares MSCI USA Momentum Factor ETF position peaked at $16.6K in Q4 2023.
684 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2024.

Based on Silicon Valley Capital Partners's 13F filing for Q1 2024, filed 29 Apr 2024.