EWM
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Edge Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Edge Wealth 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
2020
Q4 		– Sell
-129
Closed -$19K – 431
2020
Q3 		$19K Buy
+129
New +$18.4K ﹤0.01% 267

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Mercer Global Advisors
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Carson Wealth (CWM LLC)
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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Edge Wealth Management's MTUM Position: Q4 2020 in Review

Edge Wealth Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2020, closing a stake of 129 shares — an estimated $19K sold.

Edge Wealth Management first reported a position in MTUM in Q3 2020 and held it in 1 quarter. The position peaked at $19K in Q3 2020. 642 funds tracked by Wall St. Rank hold MTUM as of Q4 2020.

  • Edge Wealth Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2020 after selling out during the quarter.
  • Edge Wealth Management sold 129 iShares MSCI USA Momentum Factor ETF shares in Q4 2020, an estimated $19K.
  • Edge Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2020 and held it in 1 quarter.
  • Edge Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $19K in Q3 2020.
  • 642 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2020.

Based on Edge Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.