American Economic Planning Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

American Economic Planning Group’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
2019 Q3	$2.83M	Buy	23,616 +739	+3%	+$89.1K	0.77%	15
2019 Q2	$2.71M	Buy	22,877 +266	+1%	+$30.5K	0.82%	14
2019 Q1	$2.54M	Buy	22,611 +2,252	+11%	+$242K	0.79%	13
2018 Q4	$2.04M	Sell	20,359 -1,384	-6%	-$148K	0.66%	16
2018 Q3	$2.59M	Buy	21,743 +6,842	+46%	+$787K	0.92%	10
2018 Q2	$1.64M	Buy	14,901 +224	+2%	+$24.5K	0.61%	14
2018 Q1	$1.55M	Buy	+14,677	New	+$1.6M	0.57%	15

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

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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

American Economic Planning Group's MTUM Position: Q3 2019 in Review

American Economic Planning Group increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 3.2% in Q3 2019, buying an estimated $89.1K and bringing the position to 23,616 shares worth $2.83M. The position accounts for 0.77% of the portfolio, ranked #15.

American Economic Planning Group first reported a position in MTUM in Q1 2018 and has held it in 7 quarters since. 471 funds tracked by Wall St. Rank hold MTUM as of Q3 2019.

American Economic Planning Group held 23,616 shares of iShares MSCI USA Momentum Factor ETF worth $2.83M as of Q3 2019.
American Economic Planning Group bought 739 iShares MSCI USA Momentum Factor ETF shares in Q3 2019, an estimated $89.1K.
iShares MSCI USA Momentum Factor ETF made up 0.77% of American Economic Planning Group's portfolio in Q3 2019, its #15 holding.
American Economic Planning Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2018 and has held it in 7 quarters since.
471 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.