Keeler & Nadler Financial Planning & Wealth Management Lowers Stake in iShares MSCI USA Momentum Factor ETF $MTUM

Keeler & Nadler Financial Planning & Wealth Management reduced its holdings in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM) by 0.5% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 13,877 shares of the company’s stock after selling 70 shares during the period. iShares MSCI USA Momentum Factor ETF accounts for about 1.3% of Keeler & Nadler Financial Planning & Wealth Management’s investment portfolio, making the stock its 20th largest holding. Keeler & Nadler Financial Planning & Wealth Management’s holdings in iShares MSCI USA Momentum Factor ETF were worth $3,335,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of MTUM. Cullen Frost Bankers Inc. purchased a new position in iShares MSCI USA Momentum Factor ETF during the 1st quarter valued at about $26,000. Compass Wealth Management LLC purchased a new position in iShares MSCI USA Momentum Factor ETF during the 1st quarter valued at about $30,000. Cornerstone Planning Group LLC lifted its position in iShares MSCI USA Momentum Factor ETF by 140.3% during the 1st quarter. Cornerstone Planning Group LLC now owns 149 shares of the company’s stock valued at $30,000 after acquiring an additional 87 shares during the period. Halbert Hargrove Global Advisors LLC purchased a new position in iShares MSCI USA Momentum Factor ETF during the 1st quarter valued at about $33,000. Finally, Harbor Investment Advisory LLC lifted its position in iShares MSCI USA Momentum Factor ETF by 262.2% during the 2nd quarter. Harbor Investment Advisory LLC now owns 163 shares of the company’s stock valued at $39,000 after acquiring an additional 118 shares during the period.

iShares MSCI USA Momentum Factor ETF Stock Performance

Shares of iShares MSCI USA Momentum Factor ETF stock opened at $254.20 on Wednesday. The stock has a market capitalization of $18.56 billion, a PE ratio of 28.67 and a beta of 1.02. iShares MSCI USA Momentum Factor ETF has a 52-week low of $168.49 and a 52-week high of $240.99. The company has a 50-day simple moving average of $249.70 and a two-hundred day simple moving average of $232.17.

About iShares MSCI USA Momentum Factor ETF

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.