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Banco Santander’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Banco Santander’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
2020
Q4 		– Sell
-3,600
Closed -$531K – 391
2020
Q3 		$531K Hold
3,600
– – 0.01% 284
2020
Q2 		$472K Hold
3,600
– – 0.01% 279
2020
Q1 		$383K Buy
+3,600
New +$445K ﹤0.01% 331

Other funds holding MTUM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Banco Santander's MTUM Position: Q4 2020 in Review

Banco Santander sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2020, closing a stake of 3,600 shares — an estimated $531K sold.

Banco Santander first reported a position in MTUM in Q1 2020 and held it in 3 quarters. The position peaked at $531K in Q3 2020. 642 funds tracked by Wall St. Rank hold MTUM as of Q4 2020.

  • Banco Santander reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2020 after selling out during the quarter.
  • Banco Santander sold 3,600 iShares MSCI USA Momentum Factor ETF shares in Q4 2020, an estimated $531K.
  • Banco Santander first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2020 and held it in 3 quarters.
  • Banco Santander's iShares MSCI USA Momentum Factor ETF position peaked at $531K in Q3 2020.
  • 642 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2020.

Based on Banco Santander's 13F filing for Q4 2020, filed 12 Feb 2021.