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Anderson Hoagland & Co’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Anderson Hoagland & Co’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 		$15.8M Buy
46,069
+909
+2% +$271K 1.24% 23
2026
Q1 		$10.8M Buy
45,160
+7,487
+20% +$1.88M 0.93% 31
2025
Q4 		$9.43M Buy
37,673
+1,048
+3% +$263K 0.81% 35
2025
Q3 		$9.39M Buy
36,625
+293
+0.8% +$71.8K 0.84% 35
2025
Q2 		$8.73M Buy
36,332
+357
+1% +$77.9K 0.83% 35
2025
Q1 		$6.51M Buy
35,975
+16,655
+86% +$3.56M 0.77% 40
2024
Q4 		$4.2M Buy
19,320
+294
+2% +$61.6K 0.43% 57
2024
Q3 		$3.88M Sell
19,026
-134
-0.7% -$26K 0.4% 62
2024
Q2 		$3.83M Sell
19,160
-3,885
-17% -$725K 0.4% 63
2024
Q1 		$4.27M Buy
23,045
+1,477
+7% +$258K 0.48% 55
2023
Q4 		$3.45M Sell
21,568
-289
-1% -$42.4K 0.42% 66
2023
Q3 		$3.05M Sell
21,857
-965
-4% -$139K 0.41% 58
2023
Q2 		$3.29M Sell
22,822
-14,973
-40% -$2.11M 0.42% 60
2023
Q1 		$5.26M Sell
37,795
-23,418
-38% -$3.3M 0.75% 36
2022
Q4 		$8.75M Buy
61,213
+4,452
+8% +$646K 1.27% 22
2022
Q3 		$7.45M Buy
56,761
+23,049
+68% +$3.23M 1.19% 26
2022
Q2 		$4.63M Buy
33,712
+2,376
+8% +$349K 0.7% 42
2022
Q1 		$5.27M Sell
31,336
-2,475
-7% -$407K 0.68% 43
2021
Q4 		$5.44M Sell
33,811
-4,236
-11% -$781K 0.71% 44
2021
Q3 		$6.68M Buy
38,047
+4,409
+13% +$784K 0.85% 32
2021
Q2 		$5.83M Buy
33,638
+98
+0.3% +$16.6K 0.74% 38
2021
Q1 		$5.39M Sell
33,540
-9,484
-22% -$1.57M 0.76% 39
2020
Q4 		$6.94M Buy
+43,024
New +$6.59M 1.1% 26

Other funds holding MTUM

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Anderson Hoagland & Co's MTUM Position: Q2 2026 in Review

Anderson Hoagland & Co increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 2% in Q2 2026, buying an estimated $271K and bringing the position to 46,069 shares worth $15.8M. The position accounts for 1.24% of the portfolio, ranked #23.

Anderson Hoagland & Co first reported a position in MTUM in Q4 2020 and has held it in 23 quarters since. 212 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Anderson Hoagland & Co held 46,069 shares of iShares MSCI USA Momentum Factor ETF worth $15.8M as of Q2 2026.
  • Anderson Hoagland & Co bought 909 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $271K.
  • iShares MSCI USA Momentum Factor ETF made up 1.24% of Anderson Hoagland & Co's portfolio in Q2 2026, its #23 holding.
  • Anderson Hoagland & Co first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • 212 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Anderson Hoagland & Co's 13F filing for Q2 2026, filed 6 Jul 2026.