Steward Financial Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Steward Financial Group’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 Q3	$1.08M	Buy	+7,744	New	+$1.12M	0.34%	22

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Steward Financial Group's MTUM Position: Q3 2023 in Review

Steward Financial Group opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2023: 7,744 shares worth $1.08M. The stake represents 0.34% of the portfolio and ranks #22 among its holdings.

620 funds tracked by Wall St. Rank hold MTUM as of Q3 2023.

Steward Financial Group held 7,744 shares of iShares MSCI USA Momentum Factor ETF worth $1.08M as of Q3 2023.
iShares MSCI USA Momentum Factor ETF was a new Steward Financial Group position in Q3 2023.
iShares MSCI USA Momentum Factor ETF made up 0.34% of Steward Financial Group's portfolio in Q3 2023, its #22 holding.
620 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.