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CBIZ Investment Advisory Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

CBIZ Investment Advisory Services’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
Q2 		– Sell
-7,194
Closed -$1.45M – 758
2025
Q1 		$1.45M Hold
7,194
– – 0.07% 21
2024
Q4 		$1.49M Buy
+7,194
New +$1.51M 0.07% 21
2022
Q3 		– Hold
0
– – – 19

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

CBIZ Investment Advisory Services's MTUM Position: Q2 2025 in Review

CBIZ Investment Advisory Services sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2025, closing a stake of 7,194 shares — an estimated $1.45M sold.

CBIZ Investment Advisory Services first reported a position in MTUM in Q4 2024 and held it in 2 quarters. The position peaked at $1.49M in Q4 2024. 955 funds tracked by Wall St. Rank hold MTUM as of Q2 2025.

  • CBIZ Investment Advisory Services reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 7,194 iShares MSCI USA Momentum Factor ETF shares in Q2 2025, an estimated $1.45M.
  • CBIZ Investment Advisory Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and held it in 2 quarters.
  • CBIZ Investment Advisory Services's iShares MSCI USA Momentum Factor ETF position peaked at $1.49M in Q4 2024.
  • 955 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2025, filed 11 Aug 2025.