Number of Shares
37,295.00
Current Holdings Value*
$7.54 Mil
% of Portfolio
3.18%
Total Estimate Gain
$2.35 Mil
% of Total Estimate Gain
6.59%

Global Atlantic Growth Managed Risk Portfolio's iShares MSCI USA Momentum Factor ETF Holding Summary

As of 2025-03-31, Forethought Variable Insurance Trust held 37,295.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $7.54 Mil. This investment constitutes 3.18% of their stock portfolio, and Forethought Variable Insurance Trust now holds 0.05% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.

The initial trade took place in 2019Q3. And since then Global Atlantic Growth Managed Risk Portfolio has made 4 purchases of MTUM, at an average price of $145.42, for a total of 245,653.00 shares. In addition, there have been 7 sales at an average price of $139.96 for 208,358.00 shares. Based on historical transaction data and MTUM's current price of $239.07, Global Atlantic Growth Managed Risk Portfolio's estimated gain on his MTUM holdings is $2.35 Mil, reflecting a 6.59% gain to date.

Global Atlantic Growth Managed Risk Portfolio MTUM ($239.07) Holding Chart

Global Atlantic Growth Managed Risk Portfolio MTUM ($239.07) 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 %

Top Ranked Articles

  • 1