Keeler & Nadler Financial Planning & Wealth Management Sells 1,078 Shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM)

Keeler & Nadler Financial Planning & Wealth Management trimmed its holdings in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM) by 7.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,170 shares of the company’s stock after selling 1,078 shares during the period. iShares MSCI USA Momentum Factor ETF comprises about 1.4% of Keeler & Nadler Financial Planning & Wealth Management’s portfolio, making the stock its 17th largest position. Keeler & Nadler Financial Planning & Wealth Management’s holdings in iShares MSCI USA Momentum Factor ETF were worth $2,932,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Park Avenue Securities LLC lifted its holdings in iShares MSCI USA Momentum Factor ETF by 1,055.4% during the fourth quarter. Park Avenue Securities LLC now owns 507,294 shares of the company’s stock worth $104,969,000 after buying an additional 463,387 shares during the period. Citigroup Inc. lifted its stake in shares of iShares MSCI USA Momentum Factor ETF by 1,266.9% during the 3rd quarter. Citigroup Inc. now owns 253,036 shares of the company’s stock worth $51,305,000 after purchasing an additional 234,524 shares during the last quarter. Mercer Global Advisors Inc. ADV boosted its position in iShares MSCI USA Momentum Factor ETF by 2.9% during the second quarter. Mercer Global Advisors Inc. ADV now owns 7,551,417 shares of the company’s stock valued at $1,463,815,000 after purchasing an additional 213,637 shares in the last quarter. Sanctuary Advisors LLC grew its position in shares of iShares MSCI USA Momentum Factor ETF by 455.1% in the 3rd quarter. Sanctuary Advisors LLC now owns 157,981 shares of the company’s stock worth $33,952,000 after buying an additional 129,521 shares during the last quarter. Finally, FMR LLC grew its holdings in iShares MSCI USA Momentum Factor ETF by 12.2% in the third quarter. FMR LLC now owns 674,367 shares of the company’s stock worth $136,735,000 after purchasing an additional 73,442 shares during the last quarter.

iShares MSCI USA Momentum Factor ETF Price Performance

Shares of BATS:MTUM opened at $212.98 on Thursday. The firm has a market capitalization of $11.53 billion, a P/E ratio of 18.53 and a beta of 1.10. The business’s 50-day moving average is $211.70 and its 200 day moving average is $202.28. iShares MSCI USA Momentum Factor ETF has a 1 year low of $81.37 and a 1 year high of $113.60.

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.