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NewSquare Capital’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

NewSquare Capital’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
2018
Q4 		– Sell
-22
Closed -$3K – 348
2018
Q3 		$3K Hold
22
– – ﹤0.01% 290
2018
Q2 		$3K Hold
22
– – ﹤0.01% 280
2018
Q1 		$2K Hold
22
– – ﹤0.01% 312
2017
Q4 		$2K Buy
+22
New +$2.21K ﹤0.01% 314

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Morgan Stanley
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewSquare Capital's MTUM Position: Q4 2018 in Review

NewSquare Capital sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2018, closing a stake of 22 shares — an estimated $3K sold.

NewSquare Capital first reported a position in MTUM in Q4 2017 and held it in 4 quarters. The position peaked at $3K in Q3 2018. 405 funds tracked by Wall St. Rank hold MTUM as of Q4 2018.

  • NewSquare Capital reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2018 after selling out during the quarter.
  • NewSquare Capital sold 22 iShares MSCI USA Momentum Factor ETF shares in Q4 2018, an estimated $3K.
  • NewSquare Capital first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2017 and held it in 4 quarters.
  • NewSquare Capital's iShares MSCI USA Momentum Factor ETF position peaked at $3K in Q3 2018.
  • 405 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2018.

Based on NewSquare Capital's 13F filing for Q4 2018, filed 22 Jan 2019.