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Safeguard Investment Advisory Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Safeguard Investment Advisory Group’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
-112
Closed -$18K – 474
2020
Q4 		$18K Buy
+112
New +$17.2K 0.02% 322

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Mercer Global Advisors
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
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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

Safeguard Investment Advisory Group's MTUM Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2021, closing a stake of 112 shares — an estimated $18K sold.

Safeguard Investment Advisory Group first reported a position in MTUM in Q4 2020 and held it in 1 quarter. The position peaked at $18K in Q4 2020. 689 funds tracked by Wall St. Rank hold MTUM as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 112 iShares MSCI USA Momentum Factor ETF shares in Q1 2021, an estimated $18K.
  • Safeguard Investment Advisory Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's iShares MSCI USA Momentum Factor ETF position peaked at $18K in Q4 2020.
  • 689 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.