Madrona Funds’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Madrona Funds’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
2019 Q3	$3.71M	Buy	+31,095	New	+$3.75M	2.72%	14

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

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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Madrona Funds's MTUM Position: Q3 2019 in Review

Madrona Funds opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2019: 31,095 shares worth $3.71M. The stake represents 2.72% of the portfolio and ranks #14 among its holdings.

471 funds tracked by Wall St. Rank hold MTUM as of Q3 2019.

Madrona Funds held 31,095 shares of iShares MSCI USA Momentum Factor ETF worth $3.71M as of Q3 2019.
iShares MSCI USA Momentum Factor ETF was a new Madrona Funds position in Q3 2019.
iShares MSCI USA Momentum Factor ETF made up 2.72% of Madrona Funds's portfolio in Q3 2019, its #14 holding.
471 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2019.

Based on Madrona Funds's 13F filing for Q3 2019, filed 5 Nov 2019.