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AssuredPartners Investment Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

AssuredPartners Investment Advisors’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 		$4.6M Buy
+18,577
New +$4.67M 0.5% 52

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

AssuredPartners Investment Advisors's MTUM Position: Q1 2026 in Review

AssuredPartners Investment Advisors opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2026: 18,577 shares worth $4.6M. The stake represents 0.5% of the portfolio and ranks #52 among its holdings.

1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • AssuredPartners Investment Advisors held 18,577 shares of iShares MSCI USA Momentum Factor ETF worth $4.6M as of Q1 2026.
  • iShares MSCI USA Momentum Factor ETF was a new AssuredPartners Investment Advisors position in Q1 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.5% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #52 holding.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.