American Financial Network Advisory Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

American Financial Network Advisory Services’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	$384K	Sell	3,222 -2,183	-40%	-$263K	0.57%	45
2019 Q2	$638K	Sell	5,405 -1,658	-23%	-$190K	0.5%	50
2019 Q1	$785K	Sell	7,063 -9,443	-57%	-$1.02M	0.58%	39
2018 Q4	$1.65M	Sell	16,506 -5,065	-23%	-$542K	1.17%	15
2018 Q3	$2.57M	Buy	21,571 +21,421	+14,281%	+$2.46M	1.36%	11
2018 Q2	$2.38K	Sell	150 -7	-4%	-$766	1.29%	13
2018 Q1	$2.21K	Sell	157 -25,985	-99%	-$2.83M	1.15%	18
2017 Q4	$2.7M	Buy	26,142 +555	+2%	+$55.9K	1.13%	14
2017 Q3	$2.45M	Buy	+25,587	New	+$2.37M	1.05%	14

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 $27.4B AUM 24.17% 1-Year Est. Return

American Financial Network Advisory Services's MTUM Position: Q3 2019 in Review

American Financial Network Advisory Services reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 40% in Q3 2019, selling an estimated $263K and leaving 3,222 shares worth $384K. The position accounts for 0.57% of the portfolio, ranked #45.

American Financial Network Advisory Services first reported a position in MTUM in Q3 2017 and has held it in 9 quarters since. The position peaked at $2.7M in Q4 2017. 471 funds tracked by Wall St. Rank hold MTUM as of Q3 2019.

American Financial Network Advisory Services held 3,222 shares of iShares MSCI USA Momentum Factor ETF worth $384K as of Q3 2019.
American Financial Network Advisory Services sold 2,183 iShares MSCI USA Momentum Factor ETF shares in Q3 2019, an estimated $263K.
iShares MSCI USA Momentum Factor ETF made up 0.57% of American Financial Network Advisory Services's portfolio in Q3 2019, its #45 holding.
American Financial Network Advisory Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2017 and has held it in 9 quarters since.
American Financial Network Advisory Services's iShares MSCI USA Momentum Factor ETF position peaked at $2.7M in Q4 2017.
471 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2019.

Based on American Financial Network Advisory Services's 13F filing for Q3 2019, filed 12 Nov 2019.