Accurate Investment Solutions’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Accurate Investment Solutions’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
2020 Q2	–	Sell	-339	Closed	-$36K	–	246
2020 Q1	$36K	Hold	339	–	–	0.03%	218
2019 Q4	$43K	Hold	339	–	–	0.03%	183
2019 Q3	$40K	Hold	339	–	–	0.03%	133
2019 Q2	$40K	Hold	339	–	–	0.03%	128
2019 Q1	$38K	Buy	+339	New	+$36.4K	0.03%	128
2018 Q4	–	Sell	-339	Closed	-$40K	–	370
2018 Q3	$40K	Hold	339	–	–	0.03%	137
2018 Q2	$37K	Hold	339	–	–	0.03%	164
2018 Q1	$36K	Buy	+339	New	+$36.9K	0.03%	162

Other funds holding MTUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Accurate Investment Solutions's MTUM Position: Q2 2020 in Review

Accurate Investment Solutions sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2020, closing a stake of 339 shares — an estimated $36K sold.

Accurate Investment Solutions first reported a position in MTUM in Q1 2018 and held it in 8 quarters. The position peaked at $43K in Q4 2019. 512 funds tracked by Wall St. Rank hold MTUM as of Q2 2020.

Accurate Investment Solutions reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2020 after selling out during the quarter.
Accurate Investment Solutions sold 339 iShares MSCI USA Momentum Factor ETF shares in Q2 2020, an estimated $36K.
Accurate Investment Solutions first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2018 and held it in 8 quarters.
Accurate Investment Solutions's iShares MSCI USA Momentum Factor ETF position peaked at $43K in Q4 2019.
512 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.