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Bright Financial Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Bright Financial Advisors’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 		$2.84M Buy
11,841
+27
+0.2% +$6.78K 1.3% 19
2025
Q4 		$2.96M Sell
11,814
-687
-5% -$172K 1.4% 19
2025
Q3 		$3.21M Sell
12,501
-211
-2% -$51.7K 1.57% 18
2025
Q2 		$3.06M Sell
12,712
-17
-0.1% -$3.71K 1.7% 18
2025
Q1 		$2.57M Sell
12,729
-97
-0.8% -$20.7K 1.58% 17
2024
Q4 		$2.65M Sell
12,826
-576
-4% -$121K 1.67% 18
2024
Q3 		$2.72M Sell
13,402
-757
-5% -$147K 1.73% 16
2024
Q2 		$2.76M Buy
+14,159
New +$2.64M 1.95% 14

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

Bright Financial Advisors's MTUM Position: Q1 2026 in Review

Bright Financial Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.23% in Q1 2026, buying an estimated $6.78K and bringing the position to 11,841 shares worth $2.84M. The position accounts for 1.3% of the portfolio, ranked #19.

Bright Financial Advisors first reported a position in MTUM in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.21M in Q3 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Bright Financial Advisors held 11,841 shares of iShares MSCI USA Momentum Factor ETF worth $2.84M as of Q1 2026.
  • Bright Financial Advisors bought 27 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $6.78K.
  • iShares MSCI USA Momentum Factor ETF made up 1.3% of Bright Financial Advisors's portfolio in Q1 2026, its #19 holding.
  • Bright Financial Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2024 and has held it in 8 quarters since.
  • Bright Financial Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $3.21M in Q3 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.