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 Q3	$5.27M	Buy	66,412 +6,204	+10%	+$479K	2.21%	10
2026 Q2	$5.16M	Buy	60,208 +15,608	+35%	+$1.16M	2.18%	10
2026 Q1	$2.68M	Buy	44,600 +5,456	+14%	+$343K	1.69%	17
2025 Q4	$2.45M	Sell	39,144 -1,084	-3%	-$68K	2.25%	12
2025 Q3	$2.58M	Sell	40,228 -180	-0.4%	-$11K	2.32%	10
2025 Q2	$2.43M	Sell	40,408 -3,020	-7%	-$165K	2.31%	11
2025 Q1	$2.19M	Sell	43,428 -1,292	-3%	-$69K	2.21%	12
2024 Q4	$2.31M	Buy	+44,720	New	+$2.34M	2.39%	10

Other funds holding MTUM

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

10Elms LLP's MTUM Position: Q3 2026 in Review

10Elms LLP increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 10% in Q3 2026, buying an estimated $479K and bringing the position to 66,412 shares worth $5.27M. The position accounts for 2.21% of the portfolio, ranked #10.

10Elms LLP first reported a position in MTUM in Q4 2024 and has held it in 8 quarters since. 704 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

10Elms LLP held 66,412 shares of iShares MSCI USA Momentum Factor ETF worth $5.27M as of Q3 2026.
10Elms LLP bought 6,204 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $479K.
iShares MSCI USA Momentum Factor ETF made up 2.21% of 10Elms LLP's portfolio in Q3 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 8 quarters since.
704 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on 10Elms LLP's 13F filing for Q3 2026, filed 6 Nov 2026.