Csenge Advisory Group’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Csenge Advisory Group’s Portfolio IMTM Stock Details IMTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-21,027	Closed	-$556K	–	394
2020 Q1	$556K	Buy	+21,027	New	+$628K	0.15%	131
2018 Q4	–	Sell	-4,152	Closed	-$113K	–	785
2018 Q3	$113K	Buy	+4,152	New	+$124K	0.04%	220
2017 Q4	–	Sell	-6,787	Closed	-$205K	–	274
2017 Q3	$205K	Buy	+6,787	New	+$197K	0.08%	238

Other funds holding IMTM

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Csenge Advisory Group's IMTM Position: Q2 2020 in Review

Csenge Advisory Group sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q2 2020, closing a stake of 21,027 shares — an estimated $556K sold.

Csenge Advisory Group first reported a position in IMTM in Q3 2017 and held it in 3 quarters. The position peaked at $556K in Q1 2020. 54 funds tracked by Wall St. Rank hold IMTM as of Q2 2020.

Csenge Advisory Group reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q2 2020 after selling out during the quarter.
Csenge Advisory Group sold 21,027 iShares MSCI Intl Momentum Factor ETF shares in Q2 2020, an estimated $556K.
Csenge Advisory Group first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2017 and held it in 3 quarters.
Csenge Advisory Group's iShares MSCI Intl Momentum Factor ETF position peaked at $556K in Q1 2020.
54 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2020.

Based on Csenge Advisory Group's 13F filing for Q2 2020, filed 17 Jul 2020.