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QCM Cayman’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

QCM Cayman’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
-1,363
Closed -$220K – 220
2020
Q4 		$220K Buy
+1,363
New +$209K 0.23% 196
2020
Q3 		– Sell
-2,296
Closed -$301K – 202
2020
Q2 		$301K Buy
+2,296
New +$278K 0.69% 52

Other funds holding MTUM

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

QCM Cayman's MTUM Position: Q1 2021 in Review

QCM Cayman sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2021, closing a stake of 1,363 shares — an estimated $220K sold.

QCM Cayman first reported a position in MTUM in Q2 2020 and held it in 2 quarters. The position peaked at $301K in Q2 2020. 688 funds tracked by Wall St. Rank hold MTUM as of Q1 2021.

  • QCM Cayman reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2021 after selling out during the quarter.
  • QCM Cayman sold 1,363 iShares MSCI USA Momentum Factor ETF shares in Q1 2021, an estimated $220K.
  • QCM Cayman first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2020 and held it in 2 quarters.
  • QCM Cayman's iShares MSCI USA Momentum Factor ETF position peaked at $301K in Q2 2020.
  • 688 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2021.

Based on QCM Cayman's 13F filing for Q1 2021, filed 17 May 2021.