Global Wealth Management Investment Advisory’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Global Wealth Management Investment Advisory’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 Q2	–	Sell	-53	Closed	-$9K	–	477
2021 Q1	$9K	Buy	53 +52	+5,200%	+$8.6K	﹤0.01%	320
2020 Q4	$0	Hold	1	–	–	﹤0.01%	482
2020 Q3	$0	Hold	1	–	–	﹤0.01%	555
2020 Q2	$0	Sell	1 -4	-80%	-$484	﹤0.01%	646
2020 Q1	$1K	Sell	5 -6	-55%	-$742	﹤0.01%	554
2019 Q4	$1K	Sell	11 -5	-31%	-$607	﹤0.01%	560
2019 Q3	$2K	Sell	16 -34	-68%	-$4.1K	﹤0.01%	529
2019 Q2	$6K	Buy	+50	New	+$5.72K	﹤0.01%	424

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Global Wealth Management Investment Advisory's MTUM Position: Q2 2021 in Review

Global Wealth Management Investment Advisory sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2021, closing a stake of 53 shares — an estimated $9K sold.

Global Wealth Management Investment Advisory first reported a position in MTUM in Q2 2019 and held it in 8 quarters. The position peaked at $9K in Q1 2021. 691 funds tracked by Wall St. Rank hold MTUM as of Q2 2021.

Global Wealth Management Investment Advisory reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2021 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 53 iShares MSCI USA Momentum Factor ETF shares in Q2 2021, an estimated $9K.
Global Wealth Management Investment Advisory first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2019 and held it in 8 quarters.
Global Wealth Management Investment Advisory's iShares MSCI USA Momentum Factor ETF position peaked at $9K in Q1 2021.
691 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2021, filed 11 Aug 2021.