WKWM
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Walter & Keenan Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Walter & Keenan Wealth Management’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
Q2 		– Sell
-3,718
Closed -$377K – 172
2020
Q1 		$377K Buy
+3,718
New +$460K 0.15% 76

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UBS Group
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Wells Fargo
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Walter & Keenan Wealth Management's MTUM Position: Q2 2020 in Review

Walter & Keenan Wealth Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2020, closing a stake of 3,718 shares — an estimated $377K sold.

Walter & Keenan Wealth Management first reported a position in MTUM in Q1 2020 and held it in 1 quarter. The position peaked at $377K in Q1 2020. 512 funds tracked by Wall St. Rank hold MTUM as of Q2 2020.

  • Walter & Keenan Wealth Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 3,718 iShares MSCI USA Momentum Factor ETF shares in Q2 2020, an estimated $377K.
  • Walter & Keenan Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2020 and held it in 1 quarter.
  • Walter & Keenan Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $377K in Q1 2020.
  • 512 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2020.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.