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Wealthspire Advisors (Maryland)’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-46
Closed -$5K – 1427
2019
Q1 		$5K Buy
+46
New +$4.95K ﹤0.01% 1831

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Wealthspire Advisors (Maryland)'s MTUM Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2019, closing a stake of 46 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in MTUM in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 438 funds tracked by Wall St. Rank hold MTUM as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 46 iShares MSCI USA Momentum Factor ETF shares in Q2 2019, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2019 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s iShares MSCI USA Momentum Factor ETF position peaked at $5K in Q1 2019.
  • 438 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.