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

Atlas Private 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
2021
Q2 		– Sell
-7
Closed -$1K – 274
2021
Q1 		$1K Buy
+7
New +$1.16K ﹤0.01% 380

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Mercer Global Advisors
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RJA
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BlackRock
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Fidelity Investments
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Carson Wealth (CWM LLC)
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LPL Financial
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Wealth Enhancement Advisory Services
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Atlas Private Wealth Management's MTUM Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2021, closing a stake of 7 shares — an estimated $1K sold.

Atlas Private Wealth Management 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.

  • Atlas Private Wealth Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 7 iShares MSCI USA Momentum Factor ETF shares in Q2 2021, an estimated $1K.
  • Atlas Private Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2021 and held it in 1 quarter.
  • Atlas Private Wealth Management'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 Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.