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HCR Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

HCR Wealth Advisors’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
Q1 		– Sell
-14
Closed -$2K – 239
2020
Q4 		$2K Buy
+14
New +$2.15K ﹤0.01% 262

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HCR Wealth Advisors's MTUM Position: Q1 2021 in Review

HCR Wealth Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2021, closing a stake of 14 shares — an estimated $2K sold.

HCR Wealth Advisors first reported a position in MTUM in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 688 funds tracked by Wall St. Rank hold MTUM as of Q1 2021.

  • HCR Wealth Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2021 after selling out during the quarter.
  • HCR Wealth Advisors sold 14 iShares MSCI USA Momentum Factor ETF shares in Q1 2021, an estimated $2K.
  • HCR Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and held it in 1 quarter.
  • HCR Wealth Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $2K in Q4 2020.
  • 688 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.