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Schwarz Dygos Wheeler Investment Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Schwarz Dygos Wheeler Investment 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
2019
Q3 		– Sell
-2,047
Closed -$243K – 88
2019
Q2 		$243K Hold
2,047
– – 0.2% 68
2019
Q1 		$230K Buy
+2,047
New +$220K 0.2% 70

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's MTUM Position: Q3 2019 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2019, closing a stake of 2,047 shares — an estimated $243K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in MTUM in Q1 2019 and held it in 2 quarters. The position peaked at $243K in Q2 2019. 471 funds tracked by Wall St. Rank hold MTUM as of Q3 2019.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2019 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 2,047 iShares MSCI USA Momentum Factor ETF shares in Q3 2019, an estimated $243K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2019 and held it in 2 quarters.
  • Schwarz Dygos Wheeler Investment Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $243K in Q2 2019.
  • 471 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2019.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q3 2019, filed 15 Nov 2019.