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Private Wealth Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Private Wealth Partners’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 		– Sell
-10,104
Closed -$1.01M – 119
2018
Q4 		$1.01M Buy
+10,104
New +$1.08M 0.2% 56

Other funds holding MTUM

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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Private Wealth Partners's MTUM Position: Q1 2019 in Review

Private Wealth Partners sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2019, closing a stake of 10,104 shares — an estimated $1.01M sold.

Private Wealth Partners first reported a position in MTUM in Q4 2018 and held it in 1 quarter. The position peaked at $1.01M in Q4 2018. 405 funds tracked by Wall St. Rank hold MTUM as of Q1 2019.

  • Private Wealth Partners reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2019 after selling out during the quarter.
  • Private Wealth Partners sold 10,104 iShares MSCI USA Momentum Factor ETF shares in Q1 2019, an estimated $1.01M.
  • Private Wealth Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2018 and held it in 1 quarter.
  • Private Wealth Partners's iShares MSCI USA Momentum Factor ETF position peaked at $1.01M in Q4 2018.
  • 405 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2019.

Based on Private Wealth Partners's 13F filing for Q1 2019, filed 2 May 2019.