JC
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Jentner Corp’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Jentner Corp’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
2019
Q4 		– Sell
-1,911
Closed -$228K – 38
2019
Q3 		$228K Buy
+1,911
New +$230K 0.19% 34

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Envestnet Asset Management
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UBS Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
KeyBank National Association
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EMPI
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Jentner Corp's MTUM Position: Q4 2019 in Review

Jentner Corp sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2019, closing a stake of 1,911 shares — an estimated $228K sold.

Jentner Corp first reported a position in MTUM in Q3 2019 and held it in 1 quarter. The position peaked at $228K in Q3 2019. 513 funds tracked by Wall St. Rank hold MTUM as of Q4 2019.

  • Jentner Corp reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2019 after selling out during the quarter.
  • Jentner Corp sold 1,911 iShares MSCI USA Momentum Factor ETF shares in Q4 2019, an estimated $228K.
  • Jentner Corp first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2019 and held it in 1 quarter.
  • Jentner Corp's iShares MSCI USA Momentum Factor ETF position peaked at $228K in Q3 2019.
  • 513 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2019.

Based on Jentner Corp's 13F filing for Q4 2019, filed 16 Jan 2020.