Psagot Value Holdings’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Psagot Value 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
2021 Q2	–	Sell	-219	Closed	-$35K	–	481
2021 Q1	$35K	Sell	219 -653	-75%	-$108K	﹤0.01%	330
2020 Q4	$141K	Buy	872 +361	+71%	+$55.3K	﹤0.01%	269
2020 Q3	$75K	Hold	511	–	–	﹤0.01%	313
2020 Q2	$67K	Buy	511 +219	+75%	+$26.5K	﹤0.01%	290
2020 Q1	$31K	Hold	292	–	–	﹤0.01%	317
2019 Q4	$37K	Hold	292	–	–	﹤0.01%	365
2019 Q3	$35K	Sell	292 -200	-41%	-$24.1K	﹤0.01%	334
2019 Q2	$58K	Buy	492 +200	+68%	+$22.9K	﹤0.01%	336
2019 Q1	$33K	Hold	292	–	–	﹤0.01%	357
2018 Q4	$29K	Buy	292 +137	+88%	+$14.7K	﹤0.01%	360
2018 Q3	$18K	Hold	155	–	–	﹤0.01%	332
2018 Q2	$17K	Hold	155	–	–	﹤0.01%	304
2018 Q1	$16K	Buy	+155	New	+$16.9K	﹤0.01%	305
2014 Q4	–	Sell	-600	Closed	-$39K	–	375
2014 Q3	$39K	Buy	600 +200	+50%	+$12.9K	﹤0.01%	325
2014 Q2	$25K	Buy	+400	New	+$24.4K	﹤0.01%	360

Other funds holding MTUM

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Psagot Value Holdings's MTUM Position: Q2 2021 in Review

Psagot Value Holdings sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2021, closing a stake of 219 shares — an estimated $35K sold.

Psagot Value Holdings first reported a position in MTUM in Q2 2014 and held it in 15 quarters. The position peaked at $141K in Q4 2020. 690 funds tracked by Wall St. Rank hold MTUM as of Q2 2021.

Psagot Value Holdings reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2021 after selling out during the quarter.
Psagot Value Holdings sold 219 iShares MSCI USA Momentum Factor ETF shares in Q2 2021, an estimated $35K.
Psagot Value Holdings first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2014 and held it in 15 quarters.
Psagot Value Holdings's iShares MSCI USA Momentum Factor ETF position peaked at $141K in Q4 2020.
690 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2021.

Based on Psagot Value Holdings's 13F filing for Q2 2021, filed 11 Aug 2021.