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Brooklyn Investment Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Brooklyn Investment Group’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 		$566K Buy
+2,359
New +$593K 0.02% 943
2025
Q3 		– Sell
-225
Closed -$54.1K – 1944
2025
Q2 		$54.1K Buy
+225
New +$49.1K 0.01% 1297

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 $80.9B AUM 26.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Brooklyn Investment Group's MTUM Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2026: 2,359 shares worth $566K. The stake represents 0.02% of the portfolio and ranks #943 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in MTUM as recently as Q2 2025.

Brooklyn Investment Group first reported a position in MTUM in Q2 2025 and has held it in 2 quarters since. 1,057 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Brooklyn Investment Group held 2,359 shares of iShares MSCI USA Momentum Factor ETF worth $566K as of Q1 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Brooklyn Investment Group position in Q1 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #943 holding.
  • Brooklyn Investment Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,057 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.