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MTUM icon

Clearshares’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Clearshares’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
Q1 		– Sell
-28,610
Closed -$2.9M – 33
2018
Q4 		$2.9M Hold
28,610
– – 3.12% 18
2018
Q3 		$3.4M Sell
28,610
-381
-1% -$43.8K 3.07% 19
2018
Q2 		$3.17M Buy
28,991
+10,094
+53% +$1.1M 3.03% 20
2018
Q1 		$1.97M Buy
+18,897
New +$2.06M 1.78% 26

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearshares's MTUM Position: Q1 2019 in Review

Clearshares sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2019, closing a stake of 28,610 shares — an estimated $2.9M sold.

Clearshares first reported a position in MTUM in Q1 2018 and held it in 4 quarters. The position peaked at $3.4M in Q3 2018. 405 funds tracked by Wall St. Rank hold MTUM as of Q1 2019.

  • Clearshares reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2019 after selling out during the quarter.
  • Clearshares sold 28,610 iShares MSCI USA Momentum Factor ETF shares in Q1 2019, an estimated $2.9M.
  • Clearshares first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2018 and held it in 4 quarters.
  • Clearshares's iShares MSCI USA Momentum Factor ETF position peaked at $3.4M in Q3 2018.
  • 405 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2019.

Based on Clearshares's 13F filing for Q1 2019, filed 8 May 2019.