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Ifrah Financial Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Ifrah Financial Services’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
-3,019
Closed -$487K – 213
2020
Q4 		$487K Sell
3,019
-46
-2% -$7.05K 0.16% 111
2020
Q3 		$452K Sell
3,065
-55
-2% -$7.86K 0.16% 107
2020
Q2 		$409K Sell
3,120
-106
-3% -$12.8K 0.15% 111
2020
Q1 		$344K Buy
3,226
+1,589
+97% +$196K 0.14% 116
2019
Q4 		$206K Sell
1,637
-1,637
-50% -$199K 0.07% 189
2019
Q3 		$390K Sell
3,274
-1,771
-35% -$213K 0.14% 118
2019
Q2 		$598K Sell
5,045
-49
-1% -$5.61K 0.22% 85
2019
Q1 		$571K Sell
5,094
-73
-1% -$7.85K 0.22% 86
2018
Q4 		$518K Buy
5,167
+1,398
+37% +$150K 0.22% 85
2018
Q3 		$449K Sell
3,769
-111
-3% -$12.8K 0.16% 122
2018
Q2 		$426K Sell
3,880
-16
-0.4% -$1.75K 0.15% 125
2018
Q1 		$413K Buy
3,896
+1,777
+84% +$194K 0.15% 128
2017
Q4 		$219K Sell
2,119
-1,987
-48% -$200K 0.08% 184
2017
Q3 		$393K Buy
+4,106
New +$380K 0.15% 134

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

Ifrah Financial Services's MTUM Position: Q1 2021 in Review

Ifrah Financial Services sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2021, closing a stake of 3,019 shares — an estimated $487K sold.

Ifrah Financial Services first reported a position in MTUM in Q3 2017 and held it in 14 quarters. The position peaked at $598K in Q2 2019. 688 funds tracked by Wall St. Rank hold MTUM as of Q1 2021.

  • Ifrah Financial Services reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Ifrah Financial Services sold 3,019 iShares MSCI USA Momentum Factor ETF shares in Q1 2021, an estimated $487K.
  • Ifrah Financial Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2017 and held it in 14 quarters.
  • Ifrah Financial Services's iShares MSCI USA Momentum Factor ETF position peaked at $598K in Q2 2019.
  • 688 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2021.

Based on Ifrah Financial Services's 13F filing for Q1 2021, filed 30 Apr 2021.