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

Reby 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
2020 Q4	$8K	Buy	+52	New	+$7.97K	﹤0.01%	443

Other funds holding MTUM

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Reby Advisors's MTUM Position: Q4 2020 in Review

Reby Advisors opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2020: 52 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #443 among its holdings.

642 funds tracked by Wall St. Rank hold MTUM as of Q4 2020.

Reby Advisors held 52 shares of iShares MSCI USA Momentum Factor ETF worth $8K as of Q4 2020.
iShares MSCI USA Momentum Factor ETF was a new Reby Advisors position in Q4 2020.
iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Reby Advisors's portfolio in Q4 2020, its #443 holding.
642 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.