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SWA
SFMG Wealth Advisors’s
iShares MSCI USA Momentum Factor ETF
MTUM
Stock Holding History
SFMG 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
2021
Q2
–
Sell
2021
Q1
$1.57M
Sell
2020
Q4
$1.59M
Sell
2020
Q3
$1.63M
Buy
2018
Q4
–
Sell
2018
Q3
$1.49M
Sell
2018
Q2
$1.54M
Buy
2018
Q1
$1.48M
Buy
2017
Q4
$204K
Buy
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
Fund Manager Portfolios
Gain insights from the world's largest funds and super investors
Analyst Insights
Price Target Consensus
See what stocks research analysts are collectively bullish/bearish on
Latest Ratings Feed
Explore the latest ratings and price targets from the best equity research analysts
Equity Analyst Profiles
Browse analysts, their latest ratings and track record
Research Firm Profiles
Browse research firm recommendations, trends, and performance
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Analyst Index
COMING SOON - Stock index based on equity analyst consensus updated every second
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