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10Elms LLP’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

10Elms LLP’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
2026
Q2 		$5.16M Buy
15,052
+3,902
+35% +$1.16M 2.18% 10
2026
Q1 		$2.68M Buy
11,150
+1,364
+14% +$343K 1.69% 17
2025
Q4 		$2.45M Sell
9,786
-271
-3% -$68K 2.25% 12
2025
Q3 		$2.58M Sell
10,057
-45
-0.4% -$11K 2.32% 10
2025
Q2 		$2.43M Sell
10,102
-755
-7% -$165K 2.31% 11
2025
Q1 		$2.19M Sell
10,857
-323
-3% -$69K 2.21% 12
2024
Q4 		$2.31M Buy
+11,180
New +$2.34M 2.39% 10

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

10Elms LLP's MTUM Position: Q2 2026 in Review

10Elms LLP increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 35% in Q2 2026, buying an estimated $1.16M and bringing the position to 15,052 shares worth $5.16M. The position accounts for 2.18% of the portfolio, ranked #10.

10Elms LLP first reported a position in MTUM in Q4 2024 and has held it in 7 quarters since. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • 10Elms LLP held 15,052 shares of iShares MSCI USA Momentum Factor ETF worth $5.16M as of Q2 2026.
  • 10Elms LLP bought 3,902 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $1.16M.
  • iShares MSCI USA Momentum Factor ETF made up 2.18% of 10Elms LLP's portfolio in Q2 2026, its #10 holding.
  • 10Elms LLP first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on 10Elms LLP's 13F filing for Q2 2026, filed 14 Aug 2026.