NEXT Financial Holdings’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

NEXT Financial Holdings’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 Q1	$11K	Buy	+100	New	+$10.7K	﹤0.01%	1094

Other funds holding MTUM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

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

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

NEXT Financial Holdings's MTUM Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2019: 100 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #1094 among its holdings.

405 funds tracked by Wall St. Rank hold MTUM as of Q1 2019.

NEXT Financial Holdings held 100 shares of iShares MSCI USA Momentum Factor ETF worth $11K as of Q1 2019.
iShares MSCI USA Momentum Factor ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1094 holding.
405 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.