Danda Trouve Investment Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Danda Trouve Investment Management’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
2022 Q1	–	Sell	-126	Closed	-$23K	–	131
2021 Q4	$23K	Sell	126 -2	-2%	-$369	0.03%	86
2021 Q3	$22K	Sell	128 -35	-21%	-$6.22K	0.03%	102
2021 Q2	$28K	Hold	163	–	–	0.03%	81
2021 Q1	$26K	Hold	163	–	–	0.03%	73
2020 Q4	$26K	Buy	+163	New	+$25K	0.03%	81

Other funds holding MTUM

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

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

RJA

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

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

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

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Danda Trouve Investment Management's MTUM Position: Q1 2022 in Review

Danda Trouve Investment Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2022, closing a stake of 126 shares — an estimated $23K sold.

Danda Trouve Investment Management first reported a position in MTUM in Q4 2020 and held it in 5 quarters. The position peaked at $28K in Q2 2021. 677 funds tracked by Wall St. Rank hold MTUM as of Q1 2022.

Danda Trouve Investment Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2022 after selling out during the quarter.
Danda Trouve Investment Management sold 126 iShares MSCI USA Momentum Factor ETF shares in Q1 2022, an estimated $23K.
Danda Trouve Investment Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and held it in 5 quarters.
Danda Trouve Investment Management's iShares MSCI USA Momentum Factor ETF position peaked at $28K in Q2 2021.
677 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2022.

Based on Danda Trouve Investment Management's 13F filing for Q1 2022, filed 22 Apr 2022.