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W.H. Cornerstone Investments’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

W.H. Cornerstone Investments’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
-2,552
Closed -$355K – 128
2023
Q1 		$355K Buy
+2,552
New +$360K 0.32% 81

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RJA
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Wealth Enhancement Advisory Services
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CAPTRUST Financial Advisors
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

W.H. Cornerstone Investments's MTUM Position: Q2 2023 in Review

W.H. Cornerstone Investments sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2023, closing a stake of 2,552 shares — an estimated $355K sold.

W.H. Cornerstone Investments first reported a position in MTUM in Q1 2023 and held it in 1 quarter. The position peaked at $355K in Q1 2023. 647 funds tracked by Wall St. Rank hold MTUM as of Q2 2023.

  • W.H. Cornerstone Investments reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2023 after selling out during the quarter.
  • W.H. Cornerstone Investments sold 2,552 iShares MSCI USA Momentum Factor ETF shares in Q2 2023, an estimated $355K.
  • W.H. Cornerstone Investments first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2023 and held it in 1 quarter.
  • W.H. Cornerstone Investments's iShares MSCI USA Momentum Factor ETF position peaked at $355K in Q1 2023.
  • 647 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2023.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2023, filed 12 Jul 2023.