ONE Advisory Partners LLC Sells 11,360 Shares of iShares MSCI USA Momentum Factor ETF $MTUM

ONE Advisory Partners LLC lowered its stake in iShares MSCI USA Momentum Factor ETF (BATS:MTUM) by 31.3% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 24,987 shares of the company’s stock after selling 11,360 shares during the quarter. iShares MSCI USA Momentum Factor ETF comprises 2.3% of ONE Advisory Partners LLC’s portfolio, making the stock its 11th biggest holding. ONE Advisory Partners LLC’s holdings in iShares MSCI USA Momentum Factor ETF were worth $8,566,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in MTUM. Beacon Financial Advisory LLC grew its stake in shares of iShares MSCI USA Momentum Factor ETF by 2.5% during the 1st quarter. Beacon Financial Advisory LLC now owns 1,504 shares of the company’s stock valued at $361,000 after acquiring an additional 36 shares during the period. Caliber Wealth Management LLC KS raised its stake in iShares MSCI USA Momentum Factor ETF by 0.4% during the 4th quarter. Caliber Wealth Management LLC KS now owns 9,680 shares of the company’s stock worth $2,423,000 after acquiring an additional 39 shares during the period. Traction Financial Partners LLC raised its stake in iShares MSCI USA Momentum Factor ETF by 3.4% during the 4th quarter. Traction Financial Partners LLC now owns 1,206 shares of the company’s stock worth $302,000 after acquiring an additional 40 shares during the period. Clark Capital Management Group Inc. lifted its holdings in iShares MSCI USA Momentum Factor ETF by 4.3% during the fourth quarter. Clark Capital Management Group Inc. now owns 994 shares of the company’s stock valued at $249,000 after purchasing an additional 41 shares in the last quarter. Finally, Integrity Financial Corp WA lifted its holdings in iShares MSCI USA Momentum Factor ETF by 5.4% during the fourth quarter. Integrity Financial Corp WA now owns 843 shares of the company’s stock valued at $211,000 after purchasing an additional 43 shares in the last quarter.

iShares MSCI USA Momentum Factor ETF Price Performance

MTUM opened at $314.73 on Thursday. The firm has a market cap of $22.98 billion, a P/E ratio of 28.67 and a beta of 1.02. iShares MSCI USA Momentum Factor ETF has a 1-year low of $229.42 and a 1-year high of $345.59. The company has a 50 day simple moving average of $316.52 and a two-hundred day simple moving average of $284.65.

iShares MSCI USA Momentum Factor ETF Profile

The iShares MSCI USA Momentum Factor ETF (MTUM) is an exchange-traded fund that is based on the MSCI USA Momentum SR Variant index. The fund tracks an index of large- and mid-cap US equities, selected and weighted based on price appreciation over 6- and 12-month periods and low volatility over the past 3 years. MTUM was launched on Apr 16, 2013 and is managed by BlackRock.