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Lenox Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Lenox Wealth 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
2021
Q2 		– Sell
-10
Closed -$2K – 765
2021
Q1 		$2K Buy
+10
New +$1.65K ﹤0.01% 618

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lenox Wealth Advisors's MTUM Position: Q2 2021 in Review

Lenox Wealth Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2021, closing a stake of 10 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in MTUM in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 690 funds tracked by Wall St. Rank hold MTUM as of Q2 2021.

  • Lenox Wealth Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 10 iShares MSCI USA Momentum Factor ETF shares in Q2 2021, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2021 and held it in 1 quarter.
  • Lenox Wealth Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $2K in Q1 2021.
  • 690 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2021.

Based on Lenox Wealth Advisors's 13F filing for Q2 2021, filed 8 Jul 2021.