Betterment LLC
MTUM icon

Betterment LLC’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Betterment LLC’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 		$2.29M Sell
6,690
-86
-1% -$25.7K ﹤0.01% 247
2026
Q1 		$1.63M Sell
6,776
-176
-3% -$44.2K ﹤0.01% 260
2025
Q4 		$1.74M Buy
6,952
+439
+7% +$110K ﹤0.01% 246
2025
Q3 		$1.67M Sell
6,513
-718
-10% -$176K ﹤0.01% 242
2025
Q2 		$1.74M Buy
7,231
+1,793
+33% +$391K ﹤0.01% 226
2025
Q1 		$1.1M Sell
5,438
-11,444
-68% -$2.45M ﹤0.01% 248
2024
Q4 		$3.49M Sell
16,882
-355
-2% -$74.4K 0.01% 158
2024
Q3 		$3.5M Sell
17,237
-1,412
-8% -$273K 0.01% 141
2024
Q2 		$3.63M Buy
18,649
+487
+3% +$90.9K 0.01% 133
2024
Q1 		$3.4M Sell
18,162
-169
-0.9% -$29.5K 0.01% 115
2023
Q4 		$2.88M Sell
18,331
-2,502
-12% -$367K 0.01% 115
2023
Q3 		$2.91M Buy
20,833
+2,662
+15% +$384K 0.01% 103
2023
Q2 		$2.62M Buy
18,171
+2,697
+17% +$379K 0.01% 107
2023
Q1 		$2.15M Buy
15,474
+3,127
+25% +$441K 0.01% 117
2022
Q4 		$1.8M Buy
12,347
+1,875
+18% +$272K 0.01% 122
2022
Q3 		$1.43M Hold
10,472
– – 0.01% 128
2022
Q2 		$1.43M Buy
10,472
+1,497
+17% +$220K 0.01% 128
2022
Q1 		$1.51M Buy
8,975
+1,665
+23% +$274K ﹤0.01% 122
2021
Q4 		$1.33M Buy
7,310
+1,350
+23% +$249K ﹤0.01% 127
2021
Q3 		$1.05M Buy
5,960
+3,344
+128% +$594K ﹤0.01% 127
2021
Q2 		$454K Buy
2,616
+427
+20% +$72.3K ﹤0.01% 143
2021
Q1 		$352K Buy
+2,189
New +$362K ﹤0.01% 122

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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

Betterment LLC's MTUM Position: Q2 2026 in Review

Betterment LLC reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 1.3% in Q2 2026, selling an estimated $25.7K and leaving 6,690 shares worth $2.29M. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Betterment LLC first reported a position in MTUM in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.63M in Q2 2024. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Betterment LLC held 6,690 shares of iShares MSCI USA Momentum Factor ETF worth $2.29M as of Q2 2026.
  • Betterment LLC sold 86 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $25.7K.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #247 holding.
  • Betterment LLC first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2021 and has held it in 22 quarters since.
  • Betterment LLC's iShares MSCI USA Momentum Factor ETF position peaked at $3.63M in Q2 2024.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.