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Vista Capital Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Vista Capital Partners’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
Q4 		– Sell
-1,698
Closed -$223K – 85
2022
Q3 		$223K Hold
1,698
– – 0.04% 72
2022
Q2 		$232K Hold
1,698
– – 0.04% 70
2022
Q1 		$286K Sell
1,698
-5,159
-75% -$849K 0.04% 67
2021
Q4 		$1.25M Buy
+6,857
New +$1.26M 0.16% 20

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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Vista Capital Partners's MTUM Position: Q4 2022 in Review

Vista Capital Partners sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2022, closing a stake of 1,698 shares — an estimated $223K sold.

Vista Capital Partners first reported a position in MTUM in Q4 2021 and held it in 4 quarters. The position peaked at $1.25M in Q4 2021. 764 funds tracked by Wall St. Rank hold MTUM as of Q4 2022.

  • Vista Capital Partners reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2022 after selling out during the quarter.
  • Vista Capital Partners sold 1,698 iShares MSCI USA Momentum Factor ETF shares in Q4 2022, an estimated $223K.
  • Vista Capital Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2021 and held it in 4 quarters.
  • Vista Capital Partners's iShares MSCI USA Momentum Factor ETF position peaked at $1.25M in Q4 2021.
  • 764 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2022.

Based on Vista Capital Partners's 13F filing for Q4 2022, filed 7 Feb 2023.