Macroview Investment Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Macroview Investment Management’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 Q2	–	Sell	-831	Closed	-$88K	–	367
2020 Q1	$88K	Sell	831 -151	-15%	-$18.7K	0.19%	47
2019 Q4	$123K	Sell	982 -4,461	-82%	-$541K	0.26%	45
2019 Q3	$649K	Hold	5,443	–	–	1.4%	18
2019 Q2	$646K	Sell	5,443 -435	-7%	-$49.8K	1.68%	17
2019 Q1	$659K	Buy	5,878 +1,850	+46%	+$199K	1.64%	16
2018 Q4	$404K	Buy	+4,028	New	+$431K	1.29%	19

Other funds holding MTUM

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Macroview Investment Management's MTUM Position: Q2 2020 in Review

Macroview Investment Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2020, closing a stake of 831 shares — an estimated $88K sold.

Macroview Investment Management first reported a position in MTUM in Q4 2018 and held it in 6 quarters. The position peaked at $659K in Q1 2019. 512 funds tracked by Wall St. Rank hold MTUM as of Q2 2020.

Macroview Investment Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2020 after selling out during the quarter.
Macroview Investment Management sold 831 iShares MSCI USA Momentum Factor ETF shares in Q2 2020, an estimated $88K.
Macroview Investment Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2018 and held it in 6 quarters.
Macroview Investment Management's iShares MSCI USA Momentum Factor ETF position peaked at $659K in Q1 2019.
512 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2020.

Based on Macroview Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.