Stuart Chaussee & Associates’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Stuart Chaussee & Associates’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 Q4	–	Sell	-1,200	Closed	-$177K	–	88
2020 Q3	$177K	Buy	+1,200	New	+$171K	0.08%	24
2018 Q4	–	Sell	-3,415	Closed	-$406K	–	125
2018 Q3	$406K	Hold	3,415	–	–	0.26%	12
2018 Q2	$375K	Buy	+3,415	New	+$374K	0.25%	13
2018 Q1	–	Sell	-405,319	Closed	-$42M	–	113
2017 Q4	$42M	Buy	+405,319	New	+$40.8M	30.36%	1

Other funds holding MTUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stuart Chaussee & Associates's MTUM Position: Q4 2020 in Review

Stuart Chaussee & Associates sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2020, closing a stake of 1,200 shares — an estimated $177K sold.

Stuart Chaussee & Associates first reported a position in MTUM in Q4 2017 and held it in 4 quarters. The position peaked at $42M in Q4 2017. 642 funds tracked by Wall St. Rank hold MTUM as of Q4 2020.

Stuart Chaussee & Associates reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2020 after selling out during the quarter.
Stuart Chaussee & Associates sold 1,200 iShares MSCI USA Momentum Factor ETF shares in Q4 2020, an estimated $177K.
Stuart Chaussee & Associates first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2017 and held it in 4 quarters.
Stuart Chaussee & Associates's iShares MSCI USA Momentum Factor ETF position peaked at $42M in Q4 2017.
642 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2020.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2020, filed 3 Feb 2021.