Empirical Financial Services, LLC D.b.a. Empirical Wealth Management MTUM Holdings History
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-03-31, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management held 1.02 Mil shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $206.15 Mil. This investment constitutes 5.3% of their stock portfolio, and Empirical Financial Services, LLC d.b.a. Empirical Wealth Management now holds 1.4% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2021Q4. And since then Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has made 14 purchases of MTUM, at an average price of $164.98, for a total of 1.02 Mil shares. Based on historical transaction data and MTUM's current price of $239.90, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's estimated gain on his MTUM holdings is $76.41 Mil, reflecting a 45.41% gain to date.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management MTUM ($239.90) Holding Chart
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management MTUM ($239.90) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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