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Michael Gelband’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Michael Gelband’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
-100
Closed -$11K – 1930
2020
Q1 		$11K Sell
100
-157,906
-100% -$19.5M ﹤0.01% 1020
2019
Q4 		$19.8M Sell
158,006
-166,771
-51% -$20.2M 0.37% 29
2019
Q3 		$38.7M Buy
+324,777
New +$39.1M 1.36% 9

Other funds holding MTUM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Michael Gelband's MTUM Position: Q2 2020 in Review

Michael Gelband sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2020, closing a stake of 100 shares — an estimated $11K sold.

Michael Gelband first reported a position in MTUM in Q3 2019 and held it in 3 quarters. The position peaked at $38.7M in Q3 2019. 512 funds tracked by Wall St. Rank hold MTUM as of Q2 2020.

  • Michael Gelband reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Michael Gelband sold 100 iShares MSCI USA Momentum Factor ETF shares in Q2 2020, an estimated $11K.
  • Michael Gelband first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2019 and held it in 3 quarters.
  • Michael Gelband's iShares MSCI USA Momentum Factor ETF position peaked at $38.7M in Q3 2019.
  • 512 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2020.

Based on ExodusPoint Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.