Allstate Corporation’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Allstate Corporation’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	–	Sell	-1,141	Closed	-$274K	–	1399
2026 Q1	$274K	Sell	1,141 -11,105	-91%	-$2.79M	﹤0.01%	1086
2025 Q4	$3.07M	Buy	12,246 +6,388	+109%	+$1.6M	0.04%	274
2025 Q3	$1.5M	Buy	5,858 +2,320	+66%	+$568K	0.03%	284
2025 Q2	$850K	Buy	+3,538	New	+$772K	0.06%	51

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Allstate Corporation's MTUM Position: Q2 2026 in Review

Allstate Corporation sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026, closing a stake of 1,141 shares — an estimated $274K sold.

Allstate Corporation first reported a position in MTUM in Q2 2025 and held it in 4 quarters. The position peaked at $3.07M in Q4 2025. 1,211 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Allstate Corporation reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
Allstate Corporation sold 1,141 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $274K.
Allstate Corporation first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and held it in 4 quarters.
Allstate Corporation's iShares MSCI USA Momentum Factor ETF position peaked at $3.07M in Q4 2025.
1,211 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Allstate Corporation's 13F filing for Q2 2026, filed 13 Aug 2026.