iShares MSCI USA Momentum Factor ETF (BATS:MTUM) Shares Sold by Keeler & Nadler Financial Planning & Wealth Management

Keeler & Nadler Financial Planning & Wealth Management decreased its position in iShares MSCI USA Momentum Factor ETF (BATS:MTUM) by 7.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 14,170 shares of the company’s stock after selling 1,078 shares during the period. iShares MSCI USA Momentum Factor ETF makes up about 1.4% of Keeler & Nadler Financial Planning & Wealth Management’s portfolio, making the stock its 17th biggest holding. 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 reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Clarus Wealth Advisors raised its stake in shares of iShares MSCI USA Momentum Factor ETF by 5.8% during the 4th quarter. Clarus Wealth Advisors now owns 8,551 shares of the company’s stock valued at $1,769,000 after buying an additional 469 shares during the last quarter. Acropolis Investment Management LLC lifted its holdings in iShares MSCI USA Momentum Factor ETF by 1.3% in the fourth quarter. Acropolis Investment Management LLC now owns 125,371 shares of the company’s stock valued at $25,942,000 after acquiring an additional 1,588 shares during the period. Thurston Springer Miller Herd & Titak Inc. boosted its position in iShares MSCI USA Momentum Factor ETF by 1,880.0% in the 4th quarter. Thurston Springer Miller Herd & Titak Inc. now owns 198 shares of the company’s stock worth $41,000 after purchasing an additional 188 shares in the last quarter. Park Avenue Securities LLC grew its stake in shares of iShares MSCI USA Momentum Factor ETF by 1,055.4% during the 4th quarter. Park Avenue Securities LLC now owns 507,294 shares of the company’s stock worth $104,969,000 after purchasing an additional 463,387 shares during the period. Finally, SeaCrest Wealth Management LLC increased its holdings in shares of iShares MSCI USA Momentum Factor ETF by 5.6% during the 4th quarter. SeaCrest Wealth Management LLC now owns 1,975 shares of the company’s stock valued at $409,000 after purchasing an additional 104 shares in the last quarter.

iShares MSCI USA Momentum Factor ETF Stock Performance

Shares of BATS MTUM opened at $212.98 on Thursday. iShares MSCI USA Momentum Factor ETF has a 1 year low of $81.37 and a 1 year high of $113.60. The company’s fifty day moving average price is $211.70 and its 200 day moving average price is $202.28. The company has a market capitalization of $11.53 billion, a PE ratio of 18.53 and a beta of 1.10.

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.