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Atlantic Union Bankshares’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Atlantic Union Bankshares’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 		$46.6K Buy
+136
New +$40.6K ﹤0.01% 955
2025
Q3 		– Sell
-3
Closed -$721 – 1677
2025
Q2 		$721 Buy
+3
New +$654 ﹤0.01% 1142
2019
Q2 		– Sell
-3,200
Closed -$359K – 267
2019
Q1 		$359K Buy
+3,200
New +$344K 0.1% 106

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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

Atlantic Union Bankshares's MTUM Position: Q2 2026 in Review

Atlantic Union Bankshares opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 136 shares worth $46.6K. The stake represents ﹤0.01% of the portfolio and ranks #955 among its holdings. This is a return to the name: Atlantic Union Bankshares previously reported a position in MTUM as recently as Q2 2025.

Atlantic Union Bankshares first reported a position in MTUM in Q1 2019 and has held it in 3 quarters since. The position peaked at $359K in Q1 2019. 1,210 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Atlantic Union Bankshares held 136 shares of iShares MSCI USA Momentum Factor ETF worth $46.6K as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Atlantic Union Bankshares position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #955 holding.
  • Atlantic Union Bankshares first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2019 and has held it in 3 quarters since.
  • Atlantic Union Bankshares's iShares MSCI USA Momentum Factor ETF position peaked at $359K in Q1 2019.
  • 1,210 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.