Trilogy Capital Inc. Has $9.90 Million Stock Holdings in 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 8.4% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 41,250 shares of the company’s stock after selling 3,799 shares during the period. Trilogy Capital Inc. owned approximately 0.06% of iShares MSCI USA Momentum Factor ETF worth $9,899,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Mercer Global Advisors Inc. ADV grew its holdings in shares of iShares MSCI USA Momentum Factor ETF by 3.0% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 7,824,890 shares of the company’s stock worth $1,958,649,000 after purchasing an additional 229,850 shares in the last quarter. LPL Financial LLC raised its stake in shares of iShares MSCI USA Momentum Factor ETF by 24.7% in the fourth quarter. LPL Financial LLC now owns 3,291,857 shares of the company’s stock valued at $823,985,000 after purchasing an additional 652,414 shares in the last quarter. Raymond James Financial Inc. raised its stake in shares of iShares MSCI USA Momentum Factor ETF by 5.0% in the fourth quarter. Raymond James Financial Inc. now owns 3,215,974 shares of the company’s stock valued at $804,990,000 after purchasing an additional 152,723 shares in the last quarter. Corient Private Wealth LLC lifted its position in iShares MSCI USA Momentum Factor ETF by 185.9% in the fourth quarter. Corient Private Wealth LLC now owns 2,048,917 shares of the company’s stock worth $512,864,000 after purchasing an additional 1,332,181 shares during the period. Finally, Assetmark Inc. lifted its position in iShares MSCI USA Momentum Factor ETF by 2.5% in the fourth quarter. Assetmark Inc. now owns 1,502,409 shares of the company’s stock worth $376,068,000 after purchasing an additional 37,278 shares during the period.

iShares MSCI USA Momentum Factor ETF Price Performance

MTUM opened at $325.74 on Friday. iShares MSCI USA Momentum Factor ETF has a fifty-two week low of $229.42 and a fifty-two week high of $345.59. The firm’s fifty day moving average price is $306.31 and its two-hundred day moving average price is $271.07. The company has a market capitalization of $23.78 billion, a P/E ratio of 28.67 and a beta of 1.02.

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. MTUM was launched on Apr 16, 2013 and is managed by BlackRock.