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Annapolis Financial Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Annapolis Financial 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
2021
Q2 		– Sell
-4
Closed -$1K – 450
2021
Q1 		$1K Buy
+4
New +$661 ﹤0.01% 394

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Annapolis Financial Services's MTUM Position: Q2 2021 in Review

Annapolis Financial Services sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2021, closing a stake of 4 shares — an estimated $1K sold.

Annapolis Financial Services first reported a position in MTUM in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 690 funds tracked by Wall St. Rank hold MTUM as of Q2 2021.

  • Annapolis Financial Services reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Annapolis Financial Services sold 4 iShares MSCI USA Momentum Factor ETF shares in Q2 2021, an estimated $1K.
  • Annapolis Financial Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2021 and held it in 1 quarter.
  • Annapolis Financial Services's iShares MSCI USA Momentum Factor ETF position peaked at $1K in Q1 2021.
  • 690 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2021.

Based on Annapolis Financial Services's 13F filing for Q2 2021, filed 4 Aug 2021.