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Advisor Resource Council’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Advisor Resource Council’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
2025
Q2 		– Sell
-15,770
Closed -$3.08M – 434
2025
Q1 		$3.08M Buy
+15,770
New +$3.37M 0.25% 106
2022
Q3 		– Sell
-34,501
Closed -$4.7M – 364
2022
Q2 		$4.7M Buy
+34,501
New +$5.07M 0.44% 52

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Advisor Resource Council's MTUM Position: Q2 2025 in Review

Advisor Resource Council sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2025, closing a stake of 15,770 shares — an estimated $3.08M sold.

Advisor Resource Council first reported a position in MTUM in Q2 2022 and held it in 2 quarters. The position peaked at $4.7M in Q2 2022. 955 funds tracked by Wall St. Rank hold MTUM as of Q2 2025.

  • Advisor Resource Council reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 15,770 iShares MSCI USA Momentum Factor ETF shares in Q2 2025, an estimated $3.08M.
  • Advisor Resource Council first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2022 and held it in 2 quarters.
  • Advisor Resource Council's iShares MSCI USA Momentum Factor ETF position peaked at $4.7M in Q2 2022.
  • 955 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.