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TFO Wealth Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

TFO Wealth Partners’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
-265
Closed -$43K – 150
2021
Q1 		$43K Hold
265
– – 0.01% 78
2020
Q4 		$43K Hold
265
– – 0.01% 52
2020
Q3 		$39K Hold
265
– – 0.02% 52
2020
Q2 		$35K Sell
265
-5,663
-96% -$685K 0.01% 56
2020
Q1 		$631K Buy
+5,928
New +$733K 0.27% 17

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

TFO Wealth Partners's MTUM Position: Q2 2021 in Review

TFO Wealth Partners sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2021, closing a stake of 265 shares — an estimated $43K sold.

TFO Wealth Partners first reported a position in MTUM in Q1 2020 and held it in 5 quarters. The position peaked at $631K in Q1 2020. 691 funds tracked by Wall St. Rank hold MTUM as of Q2 2021.

  • TFO Wealth Partners reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2021 after selling out during the quarter.
  • TFO Wealth Partners sold 265 iShares MSCI USA Momentum Factor ETF shares in Q2 2021, an estimated $43K.
  • TFO Wealth Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2020 and held it in 5 quarters.
  • TFO Wealth Partners's iShares MSCI USA Momentum Factor ETF position peaked at $631K in Q1 2020.
  • 691 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2021.

Based on TFO Wealth Partners's 13F filing for Q2 2021, filed 14 Jul 2021.