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

Birchcreek 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
Q1 		– Sell
-385
Closed -$62K – 225
2020
Q4 		$62K Buy
+385
New +$59K 0.06% 192

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Birchcreek Wealth Management's MTUM Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2021, closing a stake of 385 shares — an estimated $62K sold.

Birchcreek Wealth Management first reported a position in MTUM in Q4 2020 and held it in 1 quarter. The position peaked at $62K in Q4 2020. 688 funds tracked by Wall St. Rank hold MTUM as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 385 iShares MSCI USA Momentum Factor ETF shares in Q1 2021, an estimated $62K.
  • Birchcreek Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $62K in Q4 2020.
  • 688 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.