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

Fulcrum Capital’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
Q4 		– Sell
-15,190
Closed -$2.67M – 92
2021
Q3 		$2.67M Buy
+15,190
New +$2.7M 0.64% 38

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Fulcrum Capital's MTUM Position: Q4 2021 in Review

Fulcrum Capital sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2021, closing a stake of 15,190 shares — an estimated $2.67M sold.

Fulcrum Capital first reported a position in MTUM in Q3 2021 and held it in 1 quarter. The position peaked at $2.67M in Q3 2021. 742 funds tracked by Wall St. Rank hold MTUM as of Q4 2021.

  • Fulcrum Capital reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Fulcrum Capital sold 15,190 iShares MSCI USA Momentum Factor ETF shares in Q4 2021, an estimated $2.67M.
  • Fulcrum Capital first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2021 and held it in 1 quarter.
  • Fulcrum Capital's iShares MSCI USA Momentum Factor ETF position peaked at $2.67M in Q3 2021.
  • 742 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2021.

Based on Fulcrum Capital's 13F filing for Q4 2021, filed 25 Jan 2022.