SpiderRock Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

SpiderRock Advisors’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 Q3	$739K	Buy	+3,642	New	+$705K	0.01%	533

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BTI

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SpiderRock Advisors's MTUM Position: Q3 2024 in Review

SpiderRock Advisors opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2024: 3,642 shares worth $739K. The stake represents 0.01% of the portfolio and ranks #533 among its holdings.

700 funds tracked by Wall St. Rank hold MTUM as of Q3 2024.

SpiderRock Advisors held 3,642 shares of iShares MSCI USA Momentum Factor ETF worth $739K as of Q3 2024.
iShares MSCI USA Momentum Factor ETF was a new SpiderRock Advisors position in Q3 2024.
iShares MSCI USA Momentum Factor ETF made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #533 holding.
700 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.