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Surevest’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Surevest’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
Q1 		– Sell
-13,396
Closed -$1.68M – 126
2019
Q4 		$1.68M Sell
13,396
-3,030
-18% -$368K 0.72% 68
2019
Q3 		$1.96M Buy
16,426
+41
+0.3% +$4.94K 0.96% 35
2019
Q2 		$1.94M Sell
16,385
-7,067
-30% -$809K 1.01% 29
2019
Q1 		$2.63M Sell
23,452
-4,798
-17% -$516K 1.62% 20
2018
Q4 		$2.83M Buy
+28,250
New +$3.02M 2.24% 9

Other funds holding MTUM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Surevest's MTUM Position: Q1 2020 in Review

Surevest sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2020, closing a stake of 13,396 shares — an estimated $1.68M sold.

Surevest first reported a position in MTUM in Q4 2018 and held it in 5 quarters. The position peaked at $2.83M in Q4 2018. 499 funds tracked by Wall St. Rank hold MTUM as of Q1 2020.

  • Surevest reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Surevest sold 13,396 iShares MSCI USA Momentum Factor ETF shares in Q1 2020, an estimated $1.68M.
  • Surevest first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2018 and held it in 5 quarters.
  • Surevest's iShares MSCI USA Momentum Factor ETF position peaked at $2.83M in Q4 2018.
  • 499 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2020.

Based on Surevest's 13F filing for Q1 2020, filed 16 Apr 2020.