MFT
MTUM icon

Moisand Fitzgerald Tamayo’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Moisand Fitzgerald Tamayo’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
-26
Closed -$4K – 419
2021
Q1 		$4K Hold
26
– – ﹤0.01% 279
2020
Q4 		$4K Buy
26
+13
+100% +$1.99K ﹤0.01% 279
2020
Q3 		$2K Hold
13
– – ﹤0.01% 286
2020
Q2 		$2K Buy
+13
New +$1.57K ﹤0.01% 271

Other funds holding MTUM

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

Moisand Fitzgerald Tamayo's MTUM Position: Q2 2021 in Review

Moisand Fitzgerald Tamayo sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2021, closing a stake of 26 shares — an estimated $4K sold.

Moisand Fitzgerald Tamayo first reported a position in MTUM in Q2 2020 and held it in 4 quarters. The position peaked at $4K in Q1 2021. 690 funds tracked by Wall St. Rank hold MTUM as of Q2 2021.

  • Moisand Fitzgerald Tamayo reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 26 iShares MSCI USA Momentum Factor ETF shares in Q2 2021, an estimated $4K.
  • Moisand Fitzgerald Tamayo first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2020 and held it in 4 quarters.
  • Moisand Fitzgerald Tamayo'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 Moisand Fitzgerald Tamayo's 13F filing for Q2 2021, filed 3 Aug 2021.