AWM
MTUM icon

Adams Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Adams Wealth 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
2020
Q4 		– Sell
-8
Closed -$1K – 238
2020
Q3 		$1K Buy
+8
New +$1.14K ﹤0.01% 325
2020
Q2 		– Sell
-2,403
Closed -$256K – 89
2020
Q1 		$256K Sell
2,403
-40,317
-94% -$4.98M 0.32% 54
2019
Q4 		$5.36M Buy
+42,720
New +$5.18M 4.52% 6

Other funds holding MTUM

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Adams Wealth Management's MTUM Position: Q4 2020 in Review

Adams Wealth Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2020, closing a stake of 8 shares — an estimated $1K sold.

Adams Wealth Management first reported a position in MTUM in Q4 2019 and held it in 3 quarters. The position peaked at $5.36M in Q4 2019. 642 funds tracked by Wall St. Rank hold MTUM as of Q4 2020.

  • Adams Wealth Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 8 iShares MSCI USA Momentum Factor ETF shares in Q4 2020, an estimated $1K.
  • Adams Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2019 and held it in 3 quarters.
  • Adams Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $5.36M in Q4 2019.
  • 642 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.