Moneda SA Administradora General de Fondos’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Moneda SA Administradora General de Fondos’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 Q1	–	Sell	-3,274	Closed	-$528K	–	45
2020 Q4	$528K	Sell	3,274 -675	-17%	-$103K	0.31%	36
2020 Q3	$582K	Buy	3,949 +891	+29%	+$127K	0.48%	33
2020 Q2	$401K	Hold	3,058	–	–	0.37%	39
2020 Q1	$326K	Hold	3,058	–	–	0.68%	31
2019 Q4	$384K	Buy	+3,058	New	+$371K	0.53%	43

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Moneda SA Administradora General de Fondos's MTUM Position: Q1 2021 in Review

Moneda SA Administradora General de Fondos sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2021, closing a stake of 3,274 shares — an estimated $528K sold.

Moneda SA Administradora General de Fondos first reported a position in MTUM in Q4 2019 and held it in 5 quarters. The position peaked at $582K in Q3 2020. 688 funds tracked by Wall St. Rank hold MTUM as of Q1 2021.

Moneda SA Administradora General de Fondos reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2021 after selling out during the quarter.
Moneda SA Administradora General de Fondos sold 3,274 iShares MSCI USA Momentum Factor ETF shares in Q1 2021, an estimated $528K.
Moneda SA Administradora General de Fondos first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2019 and held it in 5 quarters.
Moneda SA Administradora General de Fondos's iShares MSCI USA Momentum Factor ETF position peaked at $582K in Q3 2020.
688 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2021.

Based on Moneda SA Administradora General de Fondos's 13F filing for Q1 2021, filed 11 May 2021.