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Eubel Brady & Suttman Asset Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Eubel Brady & Suttman Asset 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
2021
Q3 		– Sell
-396
Closed -$64K – 240
2021
Q2 		$64K Buy
+396
New +$67.1K 0.01% 303

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Mercer Global Advisors
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RJA
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOMRS
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Eubel Brady & Suttman Asset Management's MTUM Position: Q3 2021 in Review

Eubel Brady & Suttman Asset Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2021, closing a stake of 396 shares — an estimated $64K sold.

Eubel Brady & Suttman Asset Management first reported a position in MTUM in Q2 2021 and held it in 1 quarter. The position peaked at $64K in Q2 2021. 656 funds tracked by Wall St. Rank hold MTUM as of Q3 2021.

  • Eubel Brady & Suttman Asset Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2021 after selling out during the quarter.
  • Eubel Brady & Suttman Asset Management sold 396 iShares MSCI USA Momentum Factor ETF shares in Q3 2021, an estimated $64K.
  • Eubel Brady & Suttman Asset Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2021 and held it in 1 quarter.
  • Eubel Brady & Suttman Asset Management's iShares MSCI USA Momentum Factor ETF position peaked at $64K in Q2 2021.
  • 656 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2021.

Based on Eubel Brady & Suttman Asset Management's 13F filing for Q3 2021, filed 5 Nov 2021.