Belvedere Trading
MTUM icon

Belvedere Trading’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Belvedere Trading’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 		– Sell
-1,100
Closed -$275K – 909
2025
Q4 		$275K Sell
1,100
-100
-8% -$25.1K ﹤0.01% 402
2025
Q3 		$308K Buy
1,200
+1,100
+1,100% +$269K ﹤0.01% 378
2025
Q2 		$24K Hold
100
– – ﹤0.01% 662
2025
Q1 		$20.2K Sell
100
-100
-50% -$21.4K ﹤0.01% 561
2024
Q4 		$41.4K Sell
200
-1,100
-85% -$230K ﹤0.01% 628
2024
Q3 		$264K Hold
1,300
– – ﹤0.01% 296
2024
Q2 		$253K Buy
+1,300
New +$243K ﹤0.01% 306

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

Belvedere Trading's MTUM Position: Q1 2026 in Review

Belvedere Trading increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 13% in Q1 2026, buying an estimated $113K and bringing the position to 4,036 shares worth $969K. The position accounts for ﹤0.01% of the portfolio, ranked #159.

Belvedere Trading first reported a position in MTUM in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.01M in Q2 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Belvedere Trading held 4,036 shares of iShares MSCI USA Momentum Factor ETF worth $969K as of Q1 2026.
  • Belvedere Trading bought 451 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $113K.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Belvedere Trading's portfolio in Q1 2026, its #159 holding.
  • Belvedere Trading first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and has held it in 6 quarters since.
  • Belvedere Trading's iShares MSCI USA Momentum Factor ETF position peaked at $1.01M in Q2 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Belvedere Trading's 13F filing for Q1 2026, filed 12 May 2026.