Syverson Strege & Co’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-48	Closed	-$6.67K	–	412
2023 Q1	$6.67K	Hold	48	–	–	﹤0.01%	299
2022 Q4	$7K	Hold	48	–	–	﹤0.01%	206
2022 Q3	$6K	Hold	48	–	–	﹤0.01%	206
2022 Q2	$7K	Hold	48	–	–	﹤0.01%	246
2022 Q1	$8K	Buy	48 +8	+20%	+$1.32K	0.01%	217
2021 Q4	$7K	Hold	40	–	–	0.01%	220
2021 Q3	$7K	Hold	40	–	–	0.01%	285
2021 Q2	$7K	Hold	40	–	–	0.01%	213
2021 Q1	$6K	Hold	40	–	–	0.01%	216
2020 Q4	$6K	Buy	+40	New	+$6.13K	0.01%	198

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

SOMRS

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Syverson Strege & Co's MTUM Position: Q2 2023 in Review

Syverson Strege & Co sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2023, closing a stake of 48 shares — an estimated $6.67K sold.

Syverson Strege & Co first reported a position in MTUM in Q4 2020 and held it in 10 quarters. The position peaked at $8K in Q1 2022. 647 funds tracked by Wall St. Rank hold MTUM as of Q2 2023.

Syverson Strege & Co reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 48 iShares MSCI USA Momentum Factor ETF shares in Q2 2023, an estimated $6.67K.
Syverson Strege & Co first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's iShares MSCI USA Momentum Factor ETF position peaked at $8K in Q1 2022.
647 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.