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Schneider Downs Wealth Management Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Schneider Downs Wealth Management 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
Q2 		– Sell
-2,310
Closed -$246K – 98
2020
Q1 		$246K Buy
+2,310
New +$286K 0.09% 73

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Mercer Global Advisors
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UBS Group
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's MTUM Position: Q2 2020 in Review

Schneider Downs Wealth Management Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2020, closing a stake of 2,310 shares — an estimated $246K sold.

Schneider Downs Wealth Management Advisors first reported a position in MTUM in Q1 2020 and held it in 1 quarter. The position peaked at $246K in Q1 2020. 512 funds tracked by Wall St. Rank hold MTUM as of Q2 2020.

  • Schneider Downs Wealth Management Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 2,310 iShares MSCI USA Momentum Factor ETF shares in Q2 2020, an estimated $246K.
  • Schneider Downs Wealth Management Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2020 and held it in 1 quarter.
  • Schneider Downs Wealth Management Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $246K in Q1 2020.
  • 512 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2020.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2020, filed 15 Jul 2020.