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Pathstone Family Office’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Pathstone Family Office’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
-202
Closed -$33K – 1092
2020
Q4 		$33K Buy
+202
New +$31K ﹤0.01% 594

Other funds holding MTUM

Envestnet Asset Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pathstone Family Office's MTUM Position: Q1 2021 in Review

Pathstone Family Office sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2021, closing a stake of 202 shares — an estimated $33K sold.

Pathstone Family Office first reported a position in MTUM in Q4 2020 and held it in 1 quarter. The position peaked at $33K in Q4 2020. 688 funds tracked by Wall St. Rank hold MTUM as of Q1 2021.

  • Pathstone Family Office reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 202 iShares MSCI USA Momentum Factor ETF shares in Q1 2021, an estimated $33K.
  • Pathstone Family Office first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and held it in 1 quarter.
  • Pathstone Family Office's iShares MSCI USA Momentum Factor ETF position peaked at $33K in Q4 2020.
  • 688 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.