True Link Financial Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

True Link Financial 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
2022 Q2	–	Sell	-1,356	Closed	-$228K	–	130
2022 Q1	$228K	Hold	1,356	–	–	0.03%	122
2021 Q4	$247K	Hold	1,356	–	–	0.03%	213
2021 Q3	$238K	Sell	1,356 -584	-30%	-$104K	0.03%	193
2021 Q2	$336K	Sell	1,940 -7	-0.4%	-$1.19K	0.05%	109
2021 Q1	$313K	Buy	1,947 +281	+17%	+$46.5K	0.05%	155
2020 Q4	$269K	Buy	+1,666	New	+$255K	0.04%	186

Other funds holding MTUM

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

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

True Link Financial Advisors's MTUM Position: Q2 2022 in Review

True Link Financial Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2022, closing a stake of 1,356 shares — an estimated $228K sold.

True Link Financial Advisors first reported a position in MTUM in Q4 2020 and held it in 6 quarters. The position peaked at $336K in Q2 2021. 638 funds tracked by Wall St. Rank hold MTUM as of Q2 2022.

True Link Financial Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2022 after selling out during the quarter.
True Link Financial Advisors sold 1,356 iShares MSCI USA Momentum Factor ETF shares in Q2 2022, an estimated $228K.
True Link Financial Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and held it in 6 quarters.
True Link Financial Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $336K in Q2 2021.
638 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2022.

Based on True Link Financial Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.