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Sittner & Nelson’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Sittner & Nelson’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
Q2 		– Sell
-10
Closed -$1.87K – 477
2024
Q1 		$1.87K Buy
+10
New +$1.75K ﹤0.01% 445

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Sittner & Nelson's MTUM Position: Q2 2024 in Review

Sittner & Nelson sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2024, closing a stake of 10 shares — an estimated $1.87K sold.

Sittner & Nelson first reported a position in MTUM in Q1 2024 and held it in 1 quarter. The position peaked at $1.87K in Q1 2024. 693 funds tracked by Wall St. Rank hold MTUM as of Q2 2024.

  • Sittner & Nelson reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Sittner & Nelson sold 10 iShares MSCI USA Momentum Factor ETF shares in Q2 2024, an estimated $1.87K.
  • Sittner & Nelson first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2024 and held it in 1 quarter.
  • Sittner & Nelson's iShares MSCI USA Momentum Factor ETF position peaked at $1.87K in Q1 2024.
  • 693 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2024.

Based on Sittner & Nelson's 13F filing for Q2 2024, filed 13 Aug 2024.