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

Horan Capital 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
2020
Q4 		– Sell
-1,479
Closed -$218K – 210
2020
Q3 		$218K Buy
+1,479
New +$211K 0.12% 81

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Horan Capital Advisors's MTUM Position: Q4 2020 in Review

Horan Capital Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2020, closing a stake of 1,479 shares — an estimated $218K sold.

Horan Capital Advisors first reported a position in MTUM in Q3 2020 and held it in 1 quarter. The position peaked at $218K in Q3 2020. 643 funds tracked by Wall St. Rank hold MTUM as of Q4 2020.

  • Horan Capital Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2020 after selling out during the quarter.
  • Horan Capital Advisors sold 1,479 iShares MSCI USA Momentum Factor ETF shares in Q4 2020, an estimated $218K.
  • Horan Capital Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2020 and held it in 1 quarter.
  • Horan Capital Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $218K in Q3 2020.
  • 643 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.