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Strategic Wealth Management Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Strategic Wealth Management 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
Q2 		$340K Hold
1,962
– – 0.12% 89
2021
Q1 		$316K Hold
1,962
– – 0.12% 100
2020
Q4 		$316K Hold
1,962
– – 0.14% 87
2020
Q3 		$289K Buy
+1,962
New +$280K 0.14% 87

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Strategic Wealth Management Group's MTUM Position: Q2 2021 in Review

Strategic Wealth Management Group held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2021 at 1,962 shares worth $340K. The position accounts for 0.12% of the portfolio, ranked #89.

Strategic Wealth Management Group first reported a position in MTUM in Q3 2020 and has held it in 4 quarters since. 690 funds tracked by Wall St. Rank hold MTUM as of Q2 2021.

  • Strategic Wealth Management Group held 1,962 shares of iShares MSCI USA Momentum Factor ETF worth $340K as of Q2 2021.
  • Strategic Wealth Management Group left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2021.
  • iShares MSCI USA Momentum Factor ETF made up 0.12% of Strategic Wealth Management Group's portfolio in Q2 2021, its #89 holding.
  • Strategic Wealth Management Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2020 and has held it in 4 quarters since.
  • 690 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.