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

Ropes Wealth 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 		– Sell
-49
Closed -$7K – 879
2020
Q3 		$7K Buy
+49
New +$7K ﹤0.01% 543
2017
Q2 		– Sell
-114
Closed -$9K – 559
2017
Q1 		$9K Buy
+114
New +$9.12K ﹤0.01% 452

Other funds holding MTUM

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ropes Wealth Advisors's MTUM Position: Q4 2020 in Review

Ropes Wealth Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2020, closing a stake of 49 shares — an estimated $7K sold.

Ropes Wealth Advisors first reported a position in MTUM in Q1 2017 and held it in 2 quarters. The position peaked at $9K in Q1 2017. 642 funds tracked by Wall St. Rank hold MTUM as of Q4 2020.

  • Ropes Wealth Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2020 after selling out during the quarter.
  • Ropes Wealth Advisors sold 49 iShares MSCI USA Momentum Factor ETF shares in Q4 2020, an estimated $7K.
  • Ropes Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $9K in Q1 2017.
  • 642 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2020.

Based on Ropes Wealth Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.