Lehman & Derafelo Financial Resources’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Lehman & Derafelo Financial Resources’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 Q2	–	Sell	-27	Closed	-$4K	–	228
2021 Q1	$4K	Hold	27	–	–	﹤0.01%	214
2020 Q4	$4K	Hold	27	–	–	﹤0.01%	214
2020 Q3	$4K	Hold	27	–	–	﹤0.01%	253
2020 Q2	$4K	Hold	27	–	–	﹤0.01%	239
2020 Q1	$3K	Hold	27	–	–	﹤0.01%	186
2019 Q4	$3K	Hold	27	–	–	﹤0.01%	195
2019 Q3	$3K	Hold	27	–	–	﹤0.01%	185
2019 Q2	$3K	Sell	27 -4	-13%	-$458	﹤0.01%	176
2019 Q1	$3K	Hold	31	–	–	﹤0.01%	175
2018 Q4	$3K	Buy	+31	New	+$3.32K	﹤0.01%	165

Other funds holding MTUM

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lehman & Derafelo Financial Resources's MTUM Position: Q2 2021 in Review

Lehman & Derafelo Financial Resources sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2021, closing a stake of 27 shares — an estimated $4K sold.

Lehman & Derafelo Financial Resources first reported a position in MTUM in Q4 2018 and held it in 10 quarters. The position peaked at $4K in Q1 2021. 690 funds tracked by Wall St. Rank hold MTUM as of Q2 2021.

Lehman & Derafelo Financial Resources reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2021 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 27 iShares MSCI USA Momentum Factor ETF shares in Q2 2021, an estimated $4K.
Lehman & Derafelo Financial Resources first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2018 and held it in 10 quarters.
Lehman & Derafelo Financial Resources's iShares MSCI USA Momentum Factor ETF position peaked at $4K in Q1 2021.
690 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2021.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q2 2021, filed 19 Jul 2021.