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

Wealthfront’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
2018
Q3 		$256K Sell
2,150
-22
-1% -$2.53K ﹤0.01% 472
2018
Q2 		$238K Sell
2,172
-93
-4% -$10.2K ﹤0.01% 469
2018
Q1 		$240K Buy
2,265
+45
+2% +$4.9K ﹤0.01% 469
2017
Q4 		$229K Hold
2,220
– – ﹤0.01% 474
2017
Q3 		$212K Buy
+2,220
New +$205K ﹤0.01% 484

Other funds holding MTUM

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront's MTUM Position: Q3 2018 in Review

Wealthfront reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 1% in Q3 2018, selling an estimated $2.53K and leaving 2,150 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Wealthfront first reported a position in MTUM in Q3 2017 and has held it in 5 quarters since. 373 funds tracked by Wall St. Rank hold MTUM as of Q3 2018.

  • Wealthfront held 2,150 shares of iShares MSCI USA Momentum Factor ETF worth $256K as of Q3 2018.
  • Wealthfront sold 22 iShares MSCI USA Momentum Factor ETF shares in Q3 2018, an estimated $2.53K.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #472 holding.
  • Wealthfront first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2017 and has held it in 5 quarters since.
  • 373 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.