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Archford Capital Strategies’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Archford Capital Strategies’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 		– Sell
-81
Closed -$10K – 410
2019
Q2 		$10K Buy
+81
New +$9.27K ﹤0.01% 405

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Carson Wealth (CWM LLC)
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UBS Group
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Ameriprise
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Wells Fargo
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PNC Financial Services Group
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KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Archford Capital Strategies's MTUM Position: Q3 2019 in Review

Archford Capital Strategies sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2019, closing a stake of 81 shares — an estimated $10K sold.

Archford Capital Strategies first reported a position in MTUM in Q2 2019 and held it in 1 quarter. The position peaked at $10K in Q2 2019. 471 funds tracked by Wall St. Rank hold MTUM as of Q3 2019.

  • Archford Capital Strategies reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2019 after selling out during the quarter.
  • Archford Capital Strategies sold 81 iShares MSCI USA Momentum Factor ETF shares in Q3 2019, an estimated $10K.
  • Archford Capital Strategies first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2019 and held it in 1 quarter.
  • Archford Capital Strategies's iShares MSCI USA Momentum Factor ETF position peaked at $10K in Q2 2019.
  • 471 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.