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

WealthShield’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
2017 Q4	$34K	Buy	+331	New	+$33.3K	0.02%	166

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

WealthShield's MTUM Position: Q4 2017 in Review

WealthShield opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2017: 331 shares worth $34K. The stake represents 0.02% of the portfolio and ranks #166 among its holdings.

278 funds tracked by Wall St. Rank hold MTUM as of Q4 2017.

WealthShield held 331 shares of iShares MSCI USA Momentum Factor ETF worth $34K as of Q4 2017.
iShares MSCI USA Momentum Factor ETF was a new WealthShield position in Q4 2017.
iShares MSCI USA Momentum Factor ETF made up 0.02% of WealthShield's portfolio in Q4 2017, its #166 holding.
278 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.