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BTG Pactual Asset Management US’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

BTG Pactual Asset Management US’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
2025
Q4 		– Sell
-24
Closed -$5.91K – 312
2025
Q3 		$5.91K Hold
24
– – ﹤0.01% 237
2025
Q2 		$5.77K Buy
+24
New +$5.24K ﹤0.01% 240

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Raymond James Financial
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Morgan Stanley
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BlackRock
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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
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State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

BTG Pactual Asset Management US's MTUM Position: Q4 2025 in Review

BTG Pactual Asset Management US sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2025, closing a stake of 24 shares — an estimated $5.91K sold.

BTG Pactual Asset Management US first reported a position in MTUM in Q2 2025 and held it in 2 quarters. The position peaked at $5.91K in Q3 2025. 1,054 funds tracked by Wall St. Rank hold MTUM as of Q4 2025.

  • BTG Pactual Asset Management US reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
  • BTG Pactual Asset Management US sold 24 iShares MSCI USA Momentum Factor ETF shares in Q4 2025, an estimated $5.91K.
  • BTG Pactual Asset Management US first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and held it in 2 quarters.
  • BTG Pactual Asset Management US's iShares MSCI USA Momentum Factor ETF position peaked at $5.91K in Q3 2025.
  • 1,054 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2025.

Based on BTG Pactual Asset Management US's 13F filing for Q4 2025, filed 17 Feb 2026.