Stewardship Financial Advisors, LLC MTUM Holdings History
Stewardship Financial Advisors, LLC's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2021-03-31, Stewardship Financial Advisors, LLC held 178,807.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $28.76 Mil. This investment constitutes 10.1% of their stock portfolio, and Stewardship Financial Advisors, LLC now holds 0.25% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2018Q2. And since then Stewardship Financial Advisors, LLC has made 6 purchases of MTUM, at an average price of $111.79, for a total of 330,177.00 shares. In addition, there have been 6 sales at an average price of $117.47 for 151,370.00 shares. Based on historical transaction data and MTUM's current price of $239.60, Stewardship Financial Advisors, LLC's estimated gain on his MTUM holdings is $23.71 Mil, reflecting a 64.25% gain to date.
Stewardship Financial Advisors, LLC MTUM ($239.60) Holding Chart
Stewardship Financial Advisors, LLC MTUM ($239.60) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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