Trilogy Capital Inc. Sells 1,866 Shares of iShares MSCI USA Momentum Factor ETF $MTUM

Trilogy Capital Inc. trimmed its position in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM) by 4.5% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 39,384 shares of the company’s stock after selling 1,866 shares during the quarter. Trilogy Capital Inc. owned 0.05% of iShares MSCI USA Momentum Factor ETF worth $13,502,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Assetmark Inc. lifted its holdings in shares of iShares MSCI USA Momentum Factor ETF by 2.5% during the 4th quarter. Assetmark Inc. now owns 1,502,409 shares of the company’s stock valued at $376,068,000 after purchasing an additional 37,278 shares in the last quarter. Flagship Capital Management Inc. bought a new stake in iShares MSCI USA Momentum Factor ETF during the 4th quarter worth approximately $1,779,000. Beacon Bridge Wealth Partners LLC raised its holdings in iShares MSCI USA Momentum Factor ETF by 78.3% during the 4th quarter. Beacon Bridge Wealth Partners LLC now owns 22,617 shares of the company’s stock worth $5,661,000 after buying an additional 9,932 shares during the period. Washburn Capital Management Inc. raised its holdings in iShares MSCI USA Momentum Factor ETF by 68.4% during the 4th quarter. Washburn Capital Management Inc. now owns 16,125 shares of the company’s stock worth $4,036,000 after buying an additional 6,550 shares during the period. Finally, Flagship Harbor Advisors LLC lifted its stake in iShares MSCI USA Momentum Factor ETF by 31.7% in the fourth quarter. Flagship Harbor Advisors LLC now owns 9,229 shares of the company’s stock valued at $2,310,000 after buying an additional 2,224 shares in the last quarter.

iShares MSCI USA Momentum Factor ETF Stock Performance

Shares of MTUM opened at $301.78 on Tuesday. The firm has a market cap of $22.03 billion, a P/E ratio of 28.67 and a beta of 1.02. iShares MSCI USA Momentum Factor ETF has a twelve month low of $229.42 and a twelve month high of $345.59. The firm’s 50 day moving average price is $317.70 and its two-hundred day moving average price is $281.99.

iShares MSCI USA Momentum Factor ETF Company 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.