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Atom Investors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Atom Investors’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
2025
Q4 		– Sell
-25,821
Closed -$6.62M – 733
2025
Q3 		$6.62M Buy
+25,821
New +$6.32M 0.5% 44
2025
Q1 		– Sell
-5,043
Closed -$1.04M – 595
2024
Q4 		$1.04M Buy
+5,043
New +$1.06M 0.13% 235
2021
Q4 		– Sell
-8,901
Closed -$1.56M – 361
2021
Q3 		$1.56M Buy
8,901
+4,201
+89% +$747K 0.13% 88
2021
Q2 		$815K Buy
+4,700
New +$796K 0.1% 137
2021
Q1 		– Sell
-4,396
Closed -$709K – 367
2020
Q4 		$709K Buy
+4,396
New +$674K 0.07% 219

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atom Investors's MTUM Position: Q4 2025 in Review

Atom Investors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2025, closing a stake of 25,821 shares — an estimated $6.62M sold.

Atom Investors first reported a position in MTUM in Q4 2020 and held it in 5 quarters. The position peaked at $6.62M in Q3 2025. 1,049 funds tracked by Wall St. Rank hold MTUM as of Q4 2025.

  • Atom Investors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Atom Investors sold 25,821 iShares MSCI USA Momentum Factor ETF shares in Q4 2025, an estimated $6.62M.
  • Atom Investors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and held it in 5 quarters.
  • Atom Investors's iShares MSCI USA Momentum Factor ETF position peaked at $6.62M in Q3 2025.
  • 1,049 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2025.

Based on Atom Investors's 13F filing for Q4 2025, filed 17 Feb 2026.