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ExodusPoint Capital Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

ExodusPoint Capital 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
Q2 		– Sell
-100
Closed -$11K – 1930
2020
Q1 		$11K Sell
100
-157,906
-100% -$19.5M ﹤0.01% 1020
2019
Q4 		$19.8M Sell
158,006
-166,771
-51% -$20.2M 0.37% 29
2019
Q3 		$38.7M Buy
+324,777
New +$39.1M 1.36% 9

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ExodusPoint Capital Management's MTUM Position: Q2 2020 in Review

ExodusPoint Capital Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2020, closing a stake of 100 shares — an estimated $11K sold.

ExodusPoint Capital Management first reported a position in MTUM in Q3 2019 and held it in 3 quarters. The position peaked at $38.7M in Q3 2019. 512 funds tracked by Wall St. Rank hold MTUM as of Q2 2020.

  • ExodusPoint Capital Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2020 after selling out during the quarter.
  • ExodusPoint Capital Management sold 100 iShares MSCI USA Momentum Factor ETF shares in Q2 2020, an estimated $11K.
  • ExodusPoint Capital Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2019 and held it in 3 quarters.
  • ExodusPoint Capital Management's iShares MSCI USA Momentum Factor ETF position peaked at $38.7M in Q3 2019.
  • 512 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2020.

Based on ExodusPoint Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.