Cetera Investment Advisers
MTUM icon

Cetera Investment Advisers’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Cetera Investment Advisers’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
Q2 		$25K Buy
+7,200
New +$2.15M ﹤0.01% 4834

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Cetera Investment Advisers's MTUM Position: Q2 2026 in Review

Cetera Investment Advisers reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 2.6% in Q2 2026, selling an estimated $4.67M and leaving 595,918 shares worth $204M. The position accounts for 0.19% of the portfolio, ranked #100.

Cetera Investment Advisers first reported a position in MTUM in Q3 2017 and has held it in 36 quarters since. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Cetera Investment Advisers held 595,918 shares of iShares MSCI USA Momentum Factor ETF worth $204M as of Q2 2026.
  • Cetera Investment Advisers sold 15,633 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $4.67M.
  • iShares MSCI USA Momentum Factor ETF made up 0.19% of Cetera Investment Advisers's portfolio in Q2 2026, its #100 holding.
  • Cetera Investment Advisers first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2017 and has held it in 36 quarters since.
  • 1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.