Bawa N Mallick Trust’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Bawa N Mallick Trust’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 Q2	$240K	Buy	+700	New	+$209K	0.08%	73

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Bawa N Mallick Trust's MTUM Position: Q2 2026 in Review

Bawa N Mallick Trust opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 700 shares worth $240K. The stake represents 0.08% of the portfolio and ranks #73 among its holdings.

1,200 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Bawa N Mallick Trust held 700 shares of iShares MSCI USA Momentum Factor ETF worth $240K as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new Bawa N Mallick Trust position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.08% of Bawa N Mallick Trust's portfolio in Q2 2026, its #73 holding.
1,200 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.