Riverpoint Wealth Management Holdings’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Riverpoint Wealth Management 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	-9,812	Closed	-$1.58M	–	84
2021 Q1	$1.58M	Sell	9,812 -1,313	-12%	-$217K	0.48%	28
2020 Q4	$1.79M	Buy	11,125 +1,137	+11%	+$174K	0.57%	24
2020 Q3	$1.47M	Sell	9,988 -99	-1%	-$14.1K	0.53%	26
2020 Q2	$1.32M	Sell	10,087 -8,669	-46%	-$1.05M	0.52%	29
2020 Q1	$2M	Buy	18,756 +4,105	+28%	+$507K	0.98%	21
2019 Q4	$1.84M	Sell	14,651 -191	-1%	-$23.2K	0.73%	22
2019 Q3	$1.77M	Buy	14,842 +68	+0.5%	+$8.2K	0.78%	20
2019 Q2	$1.75M	Sell	14,774 -1,302	-8%	-$149K	0.8%	21
2019 Q1	$1.8M	Buy	16,076 +64	+0.4%	+$6.88K	0.87%	21
2018 Q4	$1.61M	Sell	16,012 -8,227	-34%	-$881K	0.89%	22
2018 Q3	$2.88M	Buy	24,239 +239	+1%	+$27.5K	1.47%	12
2018 Q2	$2.63M	Buy	+24,000	New	+$2.63M	1.46%	12

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

Riverpoint Wealth Management Holdings's MTUM Position: Q2 2021 in Review

Riverpoint Wealth Management Holdings sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2021, closing a stake of 9,812 shares — an estimated $1.58M sold.

Riverpoint Wealth Management Holdings first reported a position in MTUM in Q2 2018 and held it in 12 quarters. The position peaked at $2.88M in Q3 2018. 691 funds tracked by Wall St. Rank hold MTUM as of Q2 2021.

Riverpoint Wealth Management Holdings reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2021 after selling out during the quarter.
Riverpoint Wealth Management Holdings sold 9,812 iShares MSCI USA Momentum Factor ETF shares in Q2 2021, an estimated $1.58M.
Riverpoint Wealth Management Holdings first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2018 and held it in 12 quarters.
Riverpoint Wealth Management Holdings's iShares MSCI USA Momentum Factor ETF position peaked at $2.88M in Q3 2018.
691 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2021.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2021, filed 10 Aug 2021.