BPWA
MTUM icon

Beacon Pointe Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Beacon Pointe Wealth Advisors’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
Q4 		– Sell
-6,176
Closed -$737K – 284
2019
Q3 		$737K Hold
6,176
– – 0.16% 122
2019
Q2 		$733K Hold
6,176
– – 0.15% 125
2019
Q1 		$693K Buy
+6,176
New +$664K 0.16% 123

Other funds holding MTUM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return

Beacon Pointe Wealth Advisors's MTUM Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2019, closing a stake of 6,176 shares — an estimated $737K sold.

Beacon Pointe Wealth Advisors first reported a position in MTUM in Q1 2019 and held it in 3 quarters. The position peaked at $737K in Q3 2019. 513 funds tracked by Wall St. Rank hold MTUM as of Q4 2019.

  • Beacon Pointe Wealth Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 6,176 iShares MSCI USA Momentum Factor ETF shares in Q4 2019, an estimated $737K.
  • Beacon Pointe Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2019 and held it in 3 quarters.
  • Beacon Pointe Wealth Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $737K in Q3 2019.
  • 513 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.