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Atria Investments’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Atria Investments’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 		$35.1M Buy
146,280
+11,527
+9% +$2.9M 0.39% 42
2025
Q4 		$33.7M Buy
134,753
+36,422
+37% +$9.14M 0.38% 41
2025
Q3 		$25.2M Buy
98,331
+5,573
+6% +$1.36M 0.29% 54
2025
Q2 		$22.3M Buy
92,758
+2,956
+3% +$645K 0.26% 63
2025
Q1 		$18.2M Buy
89,802
+1,703
+2% +$364K 0.23% 78
2024
Q4 		$18.2M Buy
88,099
+50,077
+132% +$10.5M 0.23% 83
2024
Q3 		$7.71M Sell
38,022
-4,402
-10% -$853K 0.1% 240
2024
Q2 		$8.27M Buy
42,424
+1,190
+3% +$222K 0.11% 208
2024
Q1 		$7.73M Buy
41,234
+7,531
+22% +$1.31M 0.11% 228
2023
Q4 		$5.29M Buy
33,703
+24,583
+270% +$3.61M 0.08% 283
2023
Q3 		$1.27M Buy
9,120
+538
+6% +$77.7K 0.02% 743
2023
Q2 		$1.24M Sell
8,582
-13,255
-61% -$1.86M 0.02% 756
2023
Q1 		$3.04M Sell
21,837
-44,088
-67% -$6.22M 0.06% 400
2022
Q4 		$9.62M Buy
65,925
+51,052
+343% +$7.41M 0.2% 123
2022
Q3 		$1.95M Buy
14,873
+993
+7% +$139K 0.04% 491
2022
Q2 		$1.89M Sell
13,880
-49,841
-78% -$7.32M 0.04% 523
2022
Q1 		$10.7M Buy
63,721
+1,154
+2% +$190K 0.19% 133
2021
Q4 		$11.4M Sell
62,567
-13,071
-17% -$2.41M 0.2% 115
2021
Q3 		$13.3M Sell
75,638
-35,916
-32% -$6.38M 0.24% 91
2021
Q2 		$19.3M Buy
111,554
+4,535
+4% +$768K 0.37% 53
2021
Q1 		$17.2M Sell
107,019
-7,670
-7% -$1.27M 0.38% 54
2020
Q4 		$18.5M Buy
114,689
+84,909
+285% +$13M 0.45% 40
2020
Q3 		$4.39M Buy
29,780
+1,991
+7% +$284K 0.13% 176
2020
Q2 		$3.64M Sell
27,789
-3,331
-11% -$403K 0.12% 190
2020
Q1 		$3.31M Sell
31,120
-1,709
-5% -$211K 0.25% 89
2019
Q4 		$4.12M Sell
32,829
-31,823
-49% -$3.86M 0.11% 176
2019
Q3 		$7.71M Sell
64,652
-6,078
-9% -$733K 0.27% 77
2019
Q2 		$8.41M Sell
70,730
-17,514
-20% -$2.01M 0.31% 72
2019
Q1 		$9.9M Sell
88,244
-20,051
-19% -$2.16M 0.42% 42
2018
Q4 		$10.9M Sell
108,295
-221,445
-67% -$23.7M 0.48% 35
2018
Q3 		$39.2M Sell
329,740
-2,985
-0.9% -$343K 1.55% 8
2018
Q2 		$36.5M Buy
332,725
+62,737
+23% +$6.87M 1.6% 8
2018
Q1 		$28.6M Buy
269,988
+113,057
+72% +$12.3M 1.38% 10
2017
Q4 		$16.2M Buy
156,931
+33,543
+27% +$3.38M 0.8% 20
2017
Q3 		$11.8M Buy
123,388
+74,319
+151% +$6.88M 0.64% 27
2017
Q2 		$4.36M Buy
49,069
+4,654
+10% +$403K 0.27% 66
2017
Q1 		$3.67M Sell
44,415
-8,385
-16% -$671K 0.24% 78
2016
Q4 		$4M Buy
52,800
+9,180
+21% +$697K 0.31% 53
2016
Q3 		$3.38M Buy
43,620
+8,662
+25% +$673K 0.31% 53
2016
Q2 		$2.69M Buy
34,958
+3,790
+12% +$280K 0.29% 50
2016
Q1 		$2.28M Buy
31,168
+1,592
+5% +$111K 0.26% 57
2015
Q4 		$2.06M Buy
29,576
+474
+2% +$34.4K 0.23% 71
2015
Q3 		$1.99M Buy
29,102
+21,100
+264% +$1.51M 0.27% 58
2015
Q2 		$572K Buy
8,002
+965
+14% +$68.8K 0.07% 223
2015
Q1 		$495K Buy
7,037
+160
+2% +$11.2K 0.06% 243
2014
Q4 		$468K Buy
6,877
+1,829
+36% +$121K 0.05% 269
2014
Q3 		$327K Buy
5,048
+1,163
+30% +$74.8K 0.03% 347
2014
Q2 		$246K Buy
+3,885
New +$237K 0.02% 372

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

Atria Investments's MTUM Position: Q1 2026 in Review

Atria Investments increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 8.6% in Q1 2026, buying an estimated $2.9M and bringing the position to 146,280 shares worth $35.1M. The position accounts for 0.39% of the portfolio, ranked #42.

Atria Investments first reported a position in MTUM in Q2 2014 and has held it in 48 quarters since. The position peaked at $39.2M in Q3 2018. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Atria Investments held 146,280 shares of iShares MSCI USA Momentum Factor ETF worth $35.1M as of Q1 2026.
  • Atria Investments bought 11,527 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $2.9M.
  • iShares MSCI USA Momentum Factor ETF made up 0.39% of Atria Investments's portfolio in Q1 2026, its #42 holding.
  • Atria Investments first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2014 and has held it in 48 quarters since.
  • Atria Investments's iShares MSCI USA Momentum Factor ETF position peaked at $39.2M in Q3 2018.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.