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

Symphony Financial’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
Q2 		– Sell
-2,967
Closed -$446K – 199
2022
Q1 		$446K Buy
+2,967
New +$488K 0.1% 139

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BL
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RJA
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Morgan Stanley
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Bank of America
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
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Symphony Financial's MTUM Position: Q2 2022 in Review

Symphony Financial sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2022, closing a stake of 2,967 shares — an estimated $446K sold.

Symphony Financial first reported a position in MTUM in Q1 2022 and held it in 1 quarter. The position peaked at $446K in Q1 2022. 638 funds tracked by Wall St. Rank hold MTUM as of Q2 2022.

  • Symphony Financial reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Symphony Financial sold 2,967 iShares MSCI USA Momentum Factor ETF shares in Q2 2022, an estimated $446K.
  • Symphony Financial first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2022 and held it in 1 quarter.
  • Symphony Financial's iShares MSCI USA Momentum Factor ETF position peaked at $446K in Q1 2022.
  • 638 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2022.

Based on Symphony Financial's 13F filing for Q2 2022, filed 18 Jul 2022.