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Kore Private Wealth’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-1,419
Closed -$185K – 785
2020
Q2 		$185K Hold
1,419
– – 0.04% 247
2020
Q1 		$151K Buy
+1,419
New +$175K 0.04% 244
2019
Q1 		– Sell
-149
Closed -$15K – 962
2018
Q4 		$15K Buy
+149
New +$15.9K ﹤0.01% 522

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $377B AUM 19.32% 1-Year Est. Return

Kore Private Wealth's MTUM Position: Q3 2020 in Review

Kore Private Wealth sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2020, closing a stake of 1,419 shares — an estimated $185K sold.

Kore Private Wealth first reported a position in MTUM in Q4 2018 and held it in 3 quarters. The position peaked at $185K in Q2 2020. 524 funds tracked by Wall St. Rank hold MTUM as of Q3 2020.

  • Kore Private Wealth reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 1,419 iShares MSCI USA Momentum Factor ETF shares in Q3 2020, an estimated $185K.
  • Kore Private Wealth first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2018 and held it in 3 quarters.
  • Kore Private Wealth's iShares MSCI USA Momentum Factor ETF position peaked at $185K in Q2 2020.
  • 524 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.