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Advocate Investing Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Advocate Investing Services’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 		$28.5K Buy
83
+54
+186% +$16.1K 0.02% 202
2026
Q1 		$6.96K Buy
+29
New +$7.29K 0.01% 280

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

Advocate Investing Services's MTUM Position: Q2 2026 in Review

Advocate Investing Services increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 186% in Q2 2026, buying an estimated $16.1K and bringing the position to 83 shares worth $28.5K. The position accounts for 0.02% of the portfolio, ranked #202.

Advocate Investing Services first reported a position in MTUM in Q1 2026 and has held it in 2 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Advocate Investing Services held 83 shares of iShares MSCI USA Momentum Factor ETF worth $28.5K as of Q2 2026.
  • Advocate Investing Services bought 54 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $16.1K.
  • iShares MSCI USA Momentum Factor ETF made up 0.02% of Advocate Investing Services's portfolio in Q2 2026, its #202 holding.
  • Advocate Investing Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.