Claraphi Advisory Network’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Claraphi Advisory Network’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 Q2	–	Sell	-304	Closed	-$32K	–	851
2020 Q1	$32K	Buy	+304	New	+$37.6K	0.02%	555
2019 Q4	–	Sell	-263	Closed	-$31K	–	332
2019 Q3	$31K	Buy	+263	New	+$31.7K	0.02%	290

Other funds holding MTUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Claraphi Advisory Network's MTUM Position: Q2 2020 in Review

Claraphi Advisory Network sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2020, closing a stake of 304 shares — an estimated $32K sold.

Claraphi Advisory Network first reported a position in MTUM in Q3 2019 and held it in 2 quarters. The position peaked at $32K in Q1 2020. 512 funds tracked by Wall St. Rank hold MTUM as of Q2 2020.

Claraphi Advisory Network reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 304 iShares MSCI USA Momentum Factor ETF shares in Q2 2020, an estimated $32K.
Claraphi Advisory Network first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2019 and held it in 2 quarters.
Claraphi Advisory Network's iShares MSCI USA Momentum Factor ETF position peaked at $32K in Q1 2020.
512 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.