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Aviso Financial’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Aviso Financial’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 		$38.2K Sell
159
-183
-54% -$46K ﹤0.01% 256
2025
Q4 		$85.6K Sell
342
-1,350
-80% -$339K ﹤0.01% 239
2025
Q3 		$434K Buy
1,692
+104
+7% +$25.5K 0.02% 204
2025
Q2 		$382K Sell
1,588
-499
-24% -$109K 0.02% 204
2025
Q1 		$422K Buy
2,087
+526
+34% +$112K 0.02% 204
2024
Q4 		$323K Sell
1,561
-99
-6% -$20.7K 0.02% 220
2024
Q3 		$337K Buy
1,660
+572
+53% +$111K 0.02% 224
2024
Q2 		$212K Buy
+1,088
New +$203K 0.01% 226

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

Aviso Financial's MTUM Position: Q1 2026 in Review

Aviso Financial reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 54% in Q1 2026, selling an estimated $46K and leaving 159 shares worth $38.2K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Aviso Financial first reported a position in MTUM in Q2 2024 and has held it in 8 quarters since. The position peaked at $434K in Q3 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Aviso Financial held 159 shares of iShares MSCI USA Momentum Factor ETF worth $38.2K as of Q1 2026.
  • Aviso Financial sold 183 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $46K.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Aviso Financial's portfolio in Q1 2026, its #256 holding.
  • Aviso Financial first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2024 and has held it in 8 quarters since.
  • Aviso Financial's iShares MSCI USA Momentum Factor ETF position peaked at $434K in Q3 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.