IH
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IFC Holdings’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

IFC Holdings’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
2018
Q1 		– Sell
-13,985
Closed -$1.46M – 270
2017
Q4 		$1.46M Sell
13,985
-5,073
-27% -$511K 0.1% 146
2017
Q3 		$1.81M Buy
+19,058
New +$1.76M 0.13% 120

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $7.77B AUM 35.27% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFC Holdings's MTUM Position: Q1 2018 in Review

IFC Holdings sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2018, closing a stake of 13,985 shares — an estimated $1.46M sold.

IFC Holdings first reported a position in MTUM in Q3 2017 and held it in 2 quarters. The position peaked at $1.81M in Q3 2017. 330 funds tracked by Wall St. Rank hold MTUM as of Q1 2018.

  • IFC Holdings reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 13,985 iShares MSCI USA Momentum Factor ETF shares in Q1 2018, an estimated $1.46M.
  • IFC Holdings first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2017 and held it in 2 quarters.
  • IFC Holdings's iShares MSCI USA Momentum Factor ETF position peaked at $1.81M in Q3 2017.
  • 330 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.