AWP
MTUM icon

Axis Wealth Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Axis Wealth Partners’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 		$342K Buy
1,425
+94
+7% +$23.6K 0.18% 128
2025
Q4 		$333K Buy
1,331
+391
+42% +$98.2K 0.18% 128
2025
Q3 		$241K Sell
940
-47
-5% -$11.5K 0.14% 145
2025
Q2 		$237K Sell
987
-62
-6% -$13.5K 0.16% 133
2025
Q1 		$212K Hold
1,049
– – 0.16% 137
2024
Q4 		$217K Buy
+1,049
New +$220K 0.18% 126

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 $8.74B AUM 14.62% 1-Year Est. Return

Axis Wealth Partners's MTUM Position: Q1 2026 in Review

Axis Wealth Partners increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 7.1% in Q1 2026, buying an estimated $23.6K and bringing the position to 1,425 shares worth $342K. The position accounts for 0.18% of the portfolio, ranked #128.

Axis Wealth Partners first reported a position in MTUM in Q4 2024 and has held it in 6 quarters since. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Axis Wealth Partners held 1,425 shares of iShares MSCI USA Momentum Factor ETF worth $342K as of Q1 2026.
  • Axis Wealth Partners bought 94 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $23.6K.
  • iShares MSCI USA Momentum Factor ETF made up 0.18% of Axis Wealth Partners's portfolio in Q1 2026, its #128 holding.
  • Axis Wealth Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.