Ackerman Capital Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Ackerman Capital Advisors’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	–	Sell	-27,927	Closed	-$4.49M	–	130
2021 Q1	$4.49M	Sell	27,927 -6,919	-20%	-$1.14M	1.09%	23
2020 Q4	$5.62M	Hold	34,846	–	–	1.43%	17
2020 Q3	$5.14M	Sell	34,846 -132	-0.4%	-$18.9K	1.43%	18
2020 Q2	$4.58M	Sell	34,978 -15,348	-30%	-$1.86M	1.37%	20
2020 Q1	$5.36M	Sell	50,326 -9,405	-16%	-$1.16M	2.09%	15
2019 Q4	$7.5M	Buy	59,731 +347	+0.6%	+$42.1K	2.22%	10
2019 Q3	$7.08M	Buy	59,384 +3,785	+7%	+$456K	2.44%	10
2019 Q2	$6.59K	Sell	55,599 -14,071	-20%	-$1.61M	0.03%	53
2019 Q1	$7.82K	Sell	69,670 -8,887	-11%	-$955K	0.04%	48
2018 Q4	$7.87K	Buy	+78,557	New	+$8.41M	0.61%	27
2018 Q1	$18.1M	Buy	175,033 +48,530	+38%	+$5.29M	7.24%	2
2017 Q4	$12.1M	Buy	+126,503	New	+$12.7M	5.14%	6
2017 Q2	$8.11M	Buy	+91,242	New	+$7.9M	3.39%	8

Other funds holding MTUM

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

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

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

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Ackerman Capital Advisors's MTUM Position: Q2 2021 in Review

Ackerman Capital Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2021, closing a stake of 27,927 shares — an estimated $4.49M sold.

Ackerman Capital Advisors first reported a position in MTUM in Q2 2017 and held it in 13 quarters. The position peaked at $18.1M in Q1 2018. 690 funds tracked by Wall St. Rank hold MTUM as of Q2 2021.

Ackerman Capital Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2021 after selling out during the quarter.
Ackerman Capital Advisors sold 27,927 iShares MSCI USA Momentum Factor ETF shares in Q2 2021, an estimated $4.49M.
Ackerman Capital Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2017 and held it in 13 quarters.
Ackerman Capital Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $18.1M in Q1 2018.
690 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2021.

Based on Ackerman Capital Advisors's 13F filing for Q2 2021, filed 12 Aug 2021.