Atria Wealth Solutions
MTUM icon

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

Atria Wealth Solutions’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
Q2 		$13M Sell
216,388
-135,792
-39% -$7.41M 0.29% 73
2025
Q1 		$17.8M Sell
352,180
-24,388
-6% -$1.3M 0.21% 97
2024
Q4 		$19.5M Buy
376,568
+251,248
+200% +$13.2M 0.21% 98
2024
Q3 		$6.35M Sell
125,320
-15,204
-11% -$736K 0.07% 289
2024
Q2 		$6.85M Sell
140,524
-37,128
-21% -$1.73M 0.08% 262
2024
Q1 		$8.32M Buy
177,652
+60,108
+51% +$2.62M 0.09% 229
2023
Q4 		$4.61M Sell
117,544
-1,252
-1% -$45.9K 0.06% 341
2023
Q3 		$4.15M Sell
118,796
-11,692
-9% -$422K 0.06% 337
2023
Q2 		$4.71M Sell
130,488
-19,776
-13% -$695K 0.06% 302
2023
Q1 		$5.22M Sell
150,264
-237,912
-61% -$8.39M 0.08% 253
2022
Q4 		$14.2M Buy
388,176
+131,392
+51% +$4.77M 0.23% 99
2022
Q3 		$8.42M Sell
256,784
-28,404
-10% -$996K 0.15% 152
2022
Q2 		$9.7M Sell
285,188
-12,292
-4% -$451K 0.18% 127
2022
Q1 		$12.5M Buy
+297,480
New +$12.2M 0.21% 104

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Atria Wealth Solutions's MTUM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 39% in Q2 2025, selling an estimated $7.41M and leaving 216,388 shares worth $13M. The position accounts for 0.29% of the portfolio, ranked #73.

Atria Wealth Solutions first reported a position in MTUM in Q1 2022 and has held it in 14 quarters since. The position peaked at $19.5M in Q4 2024. 963 funds tracked by Wall St. Rank hold MTUM as of Q2 2025.

  • Atria Wealth Solutions held 216,388 shares of iShares MSCI USA Momentum Factor ETF worth $13M as of Q2 2025.
  • Atria Wealth Solutions sold 135,792 iShares MSCI USA Momentum Factor ETF shares in Q2 2025, an estimated $7.41M.
  • iShares MSCI USA Momentum Factor ETF made up 0.29% of Atria Wealth Solutions's portfolio in Q2 2025, its #73 holding.
  • Atria Wealth Solutions first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares MSCI USA Momentum Factor ETF position peaked at $19.5M in Q4 2024.
  • 963 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.