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Woodmont Investment Counsel’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Woodmont Investment Counsel’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 		– Sell
-150
Closed -$28.1K – 319
2024
Q1 		$28.1K Buy
+150
New +$26.2K ﹤0.01% 314

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Woodmont Investment Counsel's MTUM Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2024, closing a stake of 150 shares — an estimated $28.1K sold.

Woodmont Investment Counsel first reported a position in MTUM in Q1 2024 and held it in 1 quarter. The position peaked at $28.1K in Q1 2024. 693 funds tracked by Wall St. Rank hold MTUM as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 150 iShares MSCI USA Momentum Factor ETF shares in Q2 2024, an estimated $28.1K.
  • Woodmont Investment Counsel first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2024 and held it in 1 quarter.
  • Woodmont Investment Counsel's iShares MSCI USA Momentum Factor ETF position peaked at $28.1K in Q1 2024.
  • 693 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.