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

Anderson Financial Strategies’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
Q1 		$2.78M Buy
9,543
+268
+3% +$67.3K 1.53% 19
2025
Q4 		$2.32M Buy
9,275
+381
+4% +$95.7K 1.35% 19
2025
Q3 		$2.28M Buy
8,894
+428
+5% +$105K 1.35% 18
2025
Q2 		$2.04M Buy
+8,466
New +$1.85M 1.3% 18

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Anderson Financial Strategies's MTUM Position: Q1 2026 in Review

Anderson Financial Strategies increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 2.9% in Q1 2026, buying an estimated $67.3K and bringing the position to 9,543 shares worth $2.78M. The position accounts for 1.53% of the portfolio, ranked #19.

Anderson Financial Strategies first reported a position in MTUM in Q2 2025 and has held it in 4 quarters since. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Anderson Financial Strategies held 9,543 shares of iShares MSCI USA Momentum Factor ETF worth $2.78M as of Q1 2026.
  • Anderson Financial Strategies bought 268 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $67.3K.
  • iShares MSCI USA Momentum Factor ETF made up 1.53% of Anderson Financial Strategies's portfolio in Q1 2026, its #19 holding.
  • Anderson Financial Strategies first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Anderson Financial Strategies's 13F filing for Q1 2026, filed 15 May 2026.