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Bartlett & Co Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Bartlett & Co Wealth Management’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 		$230K Sell
810
-12
-1% -$3.02K ﹤0.01% 436
2025
Q4 		$206K Buy
822
+12
+1% +$3.01K ﹤0.01% 446
2025
Q3 		$208K Sell
810
-12
-1% -$2.94K ﹤0.01% 442
2025
Q2 		$198K Buy
822
+12
+1% +$2.62K ﹤0.01% 446
2025
Q1 		$164K Hold
810
– – ﹤0.01% 470
2024
Q4 		$168K Hold
810
– – ﹤0.01% 468
2024
Q3 		$164K Hold
810
– – ﹤0.01% 474
2024
Q2 		$158K Sell
810
-98
-11% -$18.3K ﹤0.01% 468
2024
Q1 		$170K Hold
908
– – ﹤0.01% 475
2023
Q4 		$143K Sell
908
-27
-3% -$3.96K ﹤0.01% 522
2023
Q3 		$131K Sell
935
-44
-4% -$6.35K ﹤0.01% 507
2023
Q2 		$141K Sell
979
-146
-13% -$20.5K ﹤0.01% 495
2023
Q1 		$156K Sell
1,125
-265
-19% -$37.4K ﹤0.01% 409
2022
Q4 		$203K Sell
1,390
-439
-24% -$63.7K ﹤0.01% 386
2022
Q3 		$240K Buy
1,829
+455
+33% +$63.8K 0.01% 349
2022
Q2 		$187K Buy
1,374
+1,195
+668% +$175K ﹤0.01% 383
2022
Q1 		$30.1K Buy
+179
New +$29.5K ﹤0.01% 667
2021
Q4 		– Sell
-169
Closed -$29.7K – 698
2021
Q3 		$29.7K Buy
+169
New +$30K ﹤0.01% 585
2021
Q1 		– Sell
-14
Closed -$2.26K – 1164
2020
Q4 		$2.26K Hold
14
– – ﹤0.01% 902
2020
Q3 		$2.06K Hold
14
– – ﹤0.01% 789
2020
Q2 		$1.83K Hold
14
– – ﹤0.01% 791
2020
Q1 		$1.49K Buy
+14
New +$1.73K ﹤0.01% 789

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

Bartlett & Co Wealth Management's MTUM Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 1.5% in Q1 2026, selling an estimated $3.02K and leaving 810 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Bartlett & Co Wealth Management first reported a position in MTUM in Q1 2020 and has held it in 22 quarters since. The position peaked at $240K in Q3 2022. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Bartlett & Co Wealth Management held 810 shares of iShares MSCI USA Momentum Factor ETF worth $230K as of Q1 2026.
  • Bartlett & Co Wealth Management sold 12 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $3.02K.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #436 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2020 and has held it in 22 quarters since.
  • Bartlett & Co Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $240K in Q3 2022.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.