Opes Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Opes Advisors’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	$398K	Buy	+3,972	New	+$425K	0.28%	32

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Opes Advisors's MTUM Position: Q4 2018 in Review

Opes Advisors opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2018: 3,972 shares worth $398K. The stake represents 0.28% of the portfolio and ranks #32 among its holdings.

405 funds tracked by Wall St. Rank hold MTUM as of Q4 2018.

Opes Advisors held 3,972 shares of iShares MSCI USA Momentum Factor ETF worth $398K as of Q4 2018.
iShares MSCI USA Momentum Factor ETF was a new Opes Advisors position in Q4 2018.
iShares MSCI USA Momentum Factor ETF made up 0.28% of Opes Advisors's portfolio in Q4 2018, its #32 holding.
405 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2018.

Based on Opes Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.