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

Solidarity Wealth’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
2022
Q3 		– Sell
-1,986
Closed -$285K – 122
2022
Q2 		$285K Sell
1,986
-82
-4% -$12K 0.15% 92
2022
Q1 		$336K Buy
+2,068
New +$340K 0.19% 85

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Solidarity Wealth's MTUM Position: Q3 2022 in Review

Solidarity Wealth sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2022, closing a stake of 1,986 shares — an estimated $285K sold.

Solidarity Wealth first reported a position in MTUM in Q1 2022 and held it in 2 quarters. The position peaked at $336K in Q1 2022. 610 funds tracked by Wall St. Rank hold MTUM as of Q3 2022.

  • Solidarity Wealth reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Solidarity Wealth sold 1,986 iShares MSCI USA Momentum Factor ETF shares in Q3 2022, an estimated $285K.
  • Solidarity Wealth first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2022 and held it in 2 quarters.
  • Solidarity Wealth's iShares MSCI USA Momentum Factor ETF position peaked at $336K in Q1 2022.
  • 610 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2022.

Based on Solidarity Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.