BMM
MTUM icon

Berkshire Money Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Berkshire Money 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 		– Sell
-13,878
Closed -$3.47M – 97
2025
Q4 		$3.47M Buy
13,878
+1,931
+16% +$485K 0.33% 26
2025
Q3 		$3.06M Buy
11,947
+3,876
+48% +$949K 0.32% 27
2025
Q2 		$1.94M Buy
8,071
+6,808
+539% +$1.49M 0.2% 31
2025
Q1 		$255K Sell
1,263
-40
-3% -$8.55K 0.03% 85
2024
Q4 		$270K Buy
+1,303
New +$273K 0.03% 78
2024
Q2 		– Sell
-1,860
Closed -$348K – 65
2024
Q1 		$348K Buy
+1,860
New +$325K 0.04% 58
2023
Q3 		– Sell
-51,237
Closed -$7.39M – 42
2023
Q2 		$7.39M Buy
51,237
+914
+2% +$129K 1.07% 21
2023
Q1 		$7M Buy
50,323
+28
+0.1% +$3.95K 1.06% 21
2022
Q4 		$7.34M Sell
50,295
-1,479
-3% -$215K 1.16% 16
2022
Q3 		$6.79M Sell
51,774
-18,133
-26% -$2.54M 1.17% 17
2022
Q2 		$9.53M Sell
69,907
-37,599
-35% -$5.52M 1.58% 13
2022
Q1 		$18.1M Buy
107,506
+41,564
+63% +$6.84M 2.6% 11
2021
Q4 		$12M Buy
65,942
+477
+0.7% +$87.9K 1.75% 12
2021
Q3 		$11.5M Sell
65,465
-2,403
-4% -$427K 1.83% 14
2021
Q2 		$11.8M Buy
67,868
+2,239
+3% +$379K 1.89% 14
2021
Q1 		$10.6M Buy
65,629
+2,510
+4% +$415K 1.85% 13
2020
Q4 		$10.2M Sell
63,119
-3,520
-5% -$539K 1.88% 12
2020
Q3 		$9.82M Buy
+66,639
New +$9.52M 2.04% 14
2018
Q4 		– Sell
-73,144
Closed -$8.7M – 33
2018
Q3 		$8.7M Buy
73,144
+4,990
+7% +$574K 1.92% 10
2018
Q2 		$7.57M Sell
68,154
-1,670
-2% -$183K 1.76% 10
2018
Q1 		$7.4M Sell
69,824
-4,248
-6% -$463K 1.85% 11
2017
Q4 		$7.64M Buy
74,072
+239
+0.3% +$24.1K 1.91% 12
2017
Q3 		$7.42M Buy
73,833
+428
+0.6% +$39.6K 1.94% 12
2017
Q2 		$6.53M Buy
+73,405
New +$6.35M 1.84% 14

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 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 $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Berkshire Money Management's MTUM Position: Q1 2026 in Review

Berkshire Money Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2026, closing a stake of 13,878 shares — an estimated $3.47M sold.

Berkshire Money Management first reported a position in MTUM in Q2 2017 and held it in 24 quarters. The position peaked at $18.1M in Q1 2022. 1,054 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Berkshire Money Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Berkshire Money Management sold 13,878 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $3.47M.
  • Berkshire Money Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2017 and held it in 24 quarters.
  • Berkshire Money Management's iShares MSCI USA Momentum Factor ETF position peaked at $18.1M in Q1 2022.
  • 1,054 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.