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

CarsonAllaria 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
2022
Q1 		– Sell
-6
Closed -$1K – 348
2021
Q4 		$1K Buy
+6
New +$1.11K ﹤0.01% 349

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Bank of America
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SOMRS
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Wealth Enhancement Advisory Services
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Carson Wealth (CWM LLC)
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BlackRock
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CarsonAllaria Wealth Management's MTUM Position: Q1 2022 in Review

CarsonAllaria Wealth Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2022, closing a stake of 6 shares — an estimated $1K sold.

CarsonAllaria Wealth Management first reported a position in MTUM in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 677 funds tracked by Wall St. Rank hold MTUM as of Q1 2022.

  • CarsonAllaria Wealth Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2022 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 6 iShares MSCI USA Momentum Factor ETF shares in Q1 2022, an estimated $1K.
  • CarsonAllaria Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2021 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $1K in Q4 2021.
  • 677 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2022.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.