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

Victory 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
2024 Q2	$274K	Buy	+1,406	New	+$262K	0.13%	61

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

SOMRS

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

BTI

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Victory Financial Group's MTUM Position: Q2 2024 in Review

Victory Financial Group opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2024: 1,406 shares worth $274K. The stake represents 0.13% of the portfolio and ranks #61 among its holdings.

693 funds tracked by Wall St. Rank hold MTUM as of Q2 2024.

Victory Financial Group held 1,406 shares of iShares MSCI USA Momentum Factor ETF worth $274K as of Q2 2024.
iShares MSCI USA Momentum Factor ETF was a new Victory Financial Group position in Q2 2024.
iShares MSCI USA Momentum Factor ETF made up 0.13% of Victory Financial Group's portfolio in Q2 2024, its #61 holding.
693 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2024.

Based on Victory Financial Group's 13F filing for Q2 2024, filed 14 Aug 2024.