Alerus Financial
MTUM icon

Alerus Financial’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Alerus Financial’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 		$223K Buy
2,812
+2,788
+11,617% +$215K 0.01% 239
2026
Q2 		$2.06K Hold
24
– – ﹤0.01% 449
2026
Q1 		$1.44K Hold
24
– – ﹤0.01% 462
2025
Q4 		$1.5K Hold
24
– – ﹤0.01% 465
2025
Q3 		$1.54K Hold
24
– – ﹤0.01% 489
2025
Q2 		$1.44K Buy
+24
New +$1.31K ﹤0.01% 463

Other funds holding MTUM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Alerus Financial's MTUM Position: Q3 2026 in Review

Alerus Financial increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 11,617% in Q3 2026, buying an estimated $215K and bringing the position to 2,812 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #239.

Alerus Financial first reported a position in MTUM in Q2 2025 and has held it in 6 quarters since. 1,030 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • Alerus Financial held 2,812 shares of iShares MSCI USA Momentum Factor ETF worth $223K as of Q3 2026.
  • Alerus Financial bought 2,788 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $215K.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Alerus Financial's portfolio in Q3 2026, its #239 holding.
  • Alerus Financial first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and has held it in 6 quarters since.
  • 1,030 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Alerus Financial's 13F filing for Q3 2026, filed 9 Nov 2026.