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MTUM icon

CFO4Life Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

CFO4Life 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 		$14.6M Sell
60,865
-360
-0.6% -$90.5K 2.23% 9
2025
Q4 		$15.3M Sell
61,225
-1,710
-3% -$429K 2.18% 9
2025
Q3 		$16.1M Sell
62,935
-1,162
-2% -$285K 2.35% 10
2025
Q2 		$15.4M Sell
64,097
-2,247
-3% -$490K 2.41% 9
2025
Q1 		$13.4M Sell
66,344
-57,253
-46% -$12.2M 2.26% 10
2024
Q4 		$25.6M Buy
123,597
+1,426
+1% +$299K 4.49% 7
2024
Q3 		$24.8M Sell
122,171
-1,225
-1% -$237K 4.38% 7
2024
Q2 		$24M Sell
123,396
-824
-0.7% -$154K 4.52% 7
2024
Q1 		$23.3M Buy
124,220
+1,645
+1% +$287K 4.22% 7
2023
Q4 		$19.2M Buy
122,575
+310
+0.3% +$45.5K 3.67% 7
2023
Q3 		$17.1M Buy
122,265
+1,050
+0.9% +$152K 3.94% 9
2023
Q2 		$17.5M Sell
121,215
-3,410
-3% -$479K 3.75% 9
2023
Q1 		$17.3M Buy
124,625
+17,368
+16% +$2.45M 3.94% 9
2022
Q4 		$15.7M Sell
107,257
-15,992
-13% -$2.32M 3.33% 7
2022
Q3 		$16.2M Buy
123,249
+3,942
+3% +$553K 4.3% 8
2022
Q2 		$16.2M Buy
119,307
+1,669
+1% +$245K 4.02% 8
2022
Q1 		$19.8M Buy
117,638
+2,531
+2% +$417K 4.15% 8
2021
Q4 		$20.9M Buy
115,107
+3,912
+4% +$721K 4.33% 8
2021
Q3 		$19.5M Buy
111,195
+552
+0.5% +$98.1K 4.55% 7
2021
Q2 		$19.2M Buy
110,643
+3,204
+3% +$543K 4.43% 6
2021
Q1 		$17.3M Buy
107,439
+3,238
+3% +$535K 4.3% 7
2020
Q4 		$16.8M Buy
104,201
+5,590
+6% +$857K 4.82% 6
2020
Q3 		$14.5M Sell
98,611
-9,455
-9% -$1.35M 4.92% 6
2020
Q2 		$14.2M Sell
108,066
-7,900
-7% -$956K 5.44% 4
2020
Q1 		$12.3M Sell
115,966
-1,755
-1% -$217K 6.6% 3
2019
Q4 		$14.8M Buy
117,721
+1,524
+1% +$185K 6.25% 2
2019
Q3 		$13.9M Sell
116,197
-465
-0.4% -$56K 6.21% 2
2019
Q2 		$13.8M Sell
116,662
-6,118
-5% -$700K 6.32% 2
2019
Q1 		$13.8M Buy
122,780
+2,081
+2% +$224K 6.45% 2
2018
Q4 		$12.1M Buy
120,699
+31,753
+36% +$3.4M 5.32% 3
2018
Q3 		$10.6M Sell
88,946
-8,516
-9% -$980K 4.69% 2
2018
Q2 		$10.7M Sell
97,462
-5,399
-5% -$591K 4.46% 4
2018
Q1 		$10.9M Buy
102,861
+1,104
+1% +$120K 9.21% 2
2017
Q4 		$10.5M Buy
101,757
+1,468
+1% +$148K 8.25% 2
2017
Q3 		$9.6M Buy
100,289
+2,884
+3% +$267K 7.74% 2
2017
Q2 		$8.66M Buy
97,405
+35,063
+56% +$3.03M 7.97% 2
2017
Q1 		$5.15M Buy
+62,342
New +$4.99M 4.67% 4

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

CFO4Life Group's MTUM Position: Q1 2026 in Review

CFO4Life Group reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.59% in Q1 2026, selling an estimated $90.5K and leaving 60,865 shares worth $14.6M. The position accounts for 2.23% of the portfolio, ranked #9.

CFO4Life Group first reported a position in MTUM in Q1 2017 and has held it in 37 quarters since. The position peaked at $25.6M in Q4 2024. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • CFO4Life Group held 60,865 shares of iShares MSCI USA Momentum Factor ETF worth $14.6M as of Q1 2026.
  • CFO4Life Group sold 360 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $90.5K.
  • iShares MSCI USA Momentum Factor ETF made up 2.23% of CFO4Life Group's portfolio in Q1 2026, its #9 holding.
  • CFO4Life Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2017 and has held it in 37 quarters since.
  • CFO4Life Group's iShares MSCI USA Momentum Factor ETF position peaked at $25.6M in Q4 2024.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.