NWM
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Northwest Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Northwest Wealth Management’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
Q2 		– Sell
-135
Closed -$15K – 345
2019
Q1 		$15K Buy
+135
New +$14.5K 0.01% 309

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BlackRock
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Northwest Wealth Management's MTUM Position: Q2 2019 in Review

Northwest Wealth Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2019, closing a stake of 135 shares — an estimated $15K sold.

Northwest Wealth Management first reported a position in MTUM in Q1 2019 and held it in 1 quarter. The position peaked at $15K in Q1 2019. 438 funds tracked by Wall St. Rank hold MTUM as of Q2 2019.

  • Northwest Wealth Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 135 iShares MSCI USA Momentum Factor ETF shares in Q2 2019, an estimated $15K.
  • Northwest Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2019 and held it in 1 quarter.
  • Northwest Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $15K in Q1 2019.
  • 438 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.