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Berger Financial Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Berger Financial Group’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
Q1 		– Sell
-17,495
Closed -$2.82M – 219
2020
Q4 		$2.82M Buy
+17,495
New +$2.68M 0.49% 72

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berger Financial Group's MTUM Position: Q1 2021 in Review

Berger Financial Group sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2021, closing a stake of 17,495 shares — an estimated $2.82M sold.

Berger Financial Group first reported a position in MTUM in Q4 2020 and held it in 1 quarter. The position peaked at $2.82M in Q4 2020. 688 funds tracked by Wall St. Rank hold MTUM as of Q1 2021.

  • Berger Financial Group reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Berger Financial Group sold 17,495 iShares MSCI USA Momentum Factor ETF shares in Q1 2021, an estimated $2.82M.
  • Berger Financial Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and held it in 1 quarter.
  • Berger Financial Group's iShares MSCI USA Momentum Factor ETF position peaked at $2.82M in Q4 2020.
  • 688 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2021.

Based on Berger Financial Group's 13F filing for Q1 2021, filed 12 May 2021.