CB
MTUM icon

Cadence Bank’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Cadence Bank’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 		$242K Sell
965
-74
-7% -$18.6K 0.01% 301
2025
Q3 		$266K Sell
1,039
-2
-0.2% -$490 0.02% 294
2025
Q2 		$250K Sell
1,041
-36
-3% -$7.85K 0.02% 299
2025
Q1 		$218K Hold
1,077
– – 0.02% 305
2024
Q4 		$223K Buy
1,077
+32
+3% +$6.7K 0.02% 312
2024
Q3 		$212K Hold
1,045
– – 0.01% 319
2024
Q2 		$204K Sell
1,045
-176
-14% -$32.8K 0.02% 283
2024
Q1 		$229K Buy
+1,221
New +$213K 0.02% 313

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Cadence Bank's MTUM Position: Q4 2025 in Review

Cadence Bank reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 7.1% in Q4 2025, selling an estimated $18.6K and leaving 965 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #301.

Cadence Bank first reported a position in MTUM in Q1 2024 and has held it in 8 quarters since. The position peaked at $266K in Q3 2025. 1,053 funds tracked by Wall St. Rank hold MTUM as of Q4 2025.

  • Cadence Bank held 965 shares of iShares MSCI USA Momentum Factor ETF worth $242K as of Q4 2025.
  • Cadence Bank sold 74 iShares MSCI USA Momentum Factor ETF shares in Q4 2025, an estimated $18.6K.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Cadence Bank's portfolio in Q4 2025, its #301 holding.
  • Cadence Bank first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2024 and has held it in 8 quarters since.
  • Cadence Bank's iShares MSCI USA Momentum Factor ETF position peaked at $266K in Q3 2025.
  • 1,053 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.