Kabarec Financial Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Kabarec Financial 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
2018 Q2	$221K	Buy	+2,016	New	+$221K	0.17%	40

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EMPI

Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kabarec Financial Advisors's MTUM Position: Q2 2018 in Review

Kabarec Financial Advisors opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2018: 2,016 shares worth $221K. The stake represents 0.17% of the portfolio and ranks #40 among its holdings.

362 funds tracked by Wall St. Rank hold MTUM as of Q2 2018.

Kabarec Financial Advisors held 2,016 shares of iShares MSCI USA Momentum Factor ETF worth $221K as of Q2 2018.
iShares MSCI USA Momentum Factor ETF was a new Kabarec Financial Advisors position in Q2 2018.
iShares MSCI USA Momentum Factor ETF made up 0.17% of Kabarec Financial Advisors's portfolio in Q2 2018, its #40 holding.
362 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.