Winslow Evans & Crocker’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Winslow Evans & Crocker’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 Q4	$4K	Buy	+27	New	+$4.14K	﹤0.01%	1143
2019 Q3	–	Sell	-100	Closed	-$12K	–	1163
2019 Q2	$12K	Hold	100	–	–	﹤0.01%	775
2019 Q1	$12K	Hold	100	–	–	﹤0.01%	776
2018 Q4	$12K	Hold	100	–	–	﹤0.01%	735
2018 Q3	$12K	Sell	100 -756	-88%	-$87K	﹤0.01%	769
2018 Q2	$94K	Buy	856 +150	+21%	+$16.4K	0.03%	377
2018 Q1	$74.7K	Buy	706 +100	+17%	+$10.9K	0.02%	404
2017 Q4	$62.4K	Buy	606 +200	+49%	+$20.1K	0.02%	454
2017 Q3	$38.8K	Buy	+406	New	+$37.6K	0.01%	530

Other funds holding MTUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Winslow Evans & Crocker's MTUM Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2020: 27 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #1143 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in MTUM as recently as Q2 2019.

Winslow Evans & Crocker first reported a position in MTUM in Q3 2017 and has held it in 9 quarters since. The position peaked at $94K in Q2 2018. 642 funds tracked by Wall St. Rank hold MTUM as of Q4 2020.

Winslow Evans & Crocker held 27 shares of iShares MSCI USA Momentum Factor ETF worth $4K as of Q4 2020.
iShares MSCI USA Momentum Factor ETF was a new Winslow Evans & Crocker position in Q4 2020.
iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1143 holding.
Winslow Evans & Crocker first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2017 and has held it in 9 quarters since.
Winslow Evans & Crocker's iShares MSCI USA Momentum Factor ETF position peaked at $94K in Q2 2018.
642 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.