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Crumly & Associates’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Crumly & Associates’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
-94,637
Closed -$10.1M – 55
2020
Q1 		$10.1M Buy
94,637
+16,387
+21% +$2.03M 12.37% 2
2019
Q4 		$9.82M Buy
+78,250
New +$9.5M 10.18% 2

Other funds holding MTUM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Crumly & Associates's MTUM Position: Q2 2020 in Review

Crumly & Associates sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2020, closing a stake of 94,637 shares — an estimated $10.1M sold.

Crumly & Associates first reported a position in MTUM in Q4 2019 and held it in 2 quarters. The position peaked at $10.1M in Q1 2020. 512 funds tracked by Wall St. Rank hold MTUM as of Q2 2020.

  • Crumly & Associates reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Crumly & Associates sold 94,637 iShares MSCI USA Momentum Factor ETF shares in Q2 2020, an estimated $10.1M.
  • Crumly & Associates first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2019 and held it in 2 quarters.
  • Crumly & Associates's iShares MSCI USA Momentum Factor ETF position peaked at $10.1M in Q1 2020.
  • 512 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2020.

Based on Crumly & Associates's 13F filing for Q2 2020, filed 7 Jul 2020.