WIA
MTUM icon

Wealthstreet Investment Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Wealthstreet Investment 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
2021
Q3 		– Sell
-7,779
Closed -$1.35M – 84
2021
Q2 		$1.35M Hold
7,779
– – 6.99% 2
2021
Q1 		$1.25M Hold
7,779
– – 0.12% 150
2020
Q4 		$1.25M Hold
7,779
– – 0.13% 145
2020
Q3 		$1.15M Hold
7,779
– – 0.13% 141
2020
Q2 		$1.02M Hold
7,779
– – 0.12% 143
2020
Q1 		$828K Sell
7,779
-575
-7% -$71.1K 0.12% 142
2019
Q4 		$1.05M Hold
8,354
– – 0.12% 147
2019
Q3 		$1M Hold
8,354
– – 0.13% 139
2019
Q2 		$991K Buy
8,354
+2,075
+33% +$238K 0.13% 148
2019
Q1 		$704K Buy
+6,279
New +$675K 0.09% 179

Other funds holding MTUM

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return