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

CXI Advisors’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 Q4	$13K	Buy	+101	New	+$12.3K	0.03%	98

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

EMPI

Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return

CXI Advisors's MTUM Position: Q4 2019 in Review

CXI Advisors opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2019: 101 shares worth $13K. The stake represents 0.03% of the portfolio and ranks #98 among its holdings.

513 funds tracked by Wall St. Rank hold MTUM as of Q4 2019.

CXI Advisors held 101 shares of iShares MSCI USA Momentum Factor ETF worth $13K as of Q4 2019.
iShares MSCI USA Momentum Factor ETF was a new CXI Advisors position in Q4 2019.
iShares MSCI USA Momentum Factor ETF made up 0.03% of CXI Advisors's portfolio in Q4 2019, its #98 holding.
513 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.