22CM
MTUM icon

20/20 Capital Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

20/20 Capital Management’s Portfolio MTUM Stock Details MTUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$6.01M Sell
34,668
-1,323
-4% -$224K 1.56% 18
2021
Q1 		$5.79M Sell
35,991
-4,236
-11% -$700K 1.68% 16
2020
Q4 		$6.89M Sell
40,227
-56,057
-58% -$8.59M 2.02% 13
2020
Q3 		$14.2M Sell
96,284
-4,437
-4% -$634K 5.34% 3
2020
Q2 		$14.3M Sell
100,721
-48,373
-32% -$5.85M 5.52% 3
2020
Q1 		$17.9M Buy
149,094
+4,492
+3% +$555K 8.05% 1
2019
Q4 		$19.3M Buy
+144,602
New +$17.5M 7.79% 1

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return