CFO4Life Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20.8M | Sell |
242,332
-1,128
| -0.5% | -$84.2K | 2.8% | 7 |
|
|
2026
Q1 | $14.6M | Sell |
243,460
-1,440
| -0.6% | -$90.5K | 2.23% | 9 |
|
|
2025
Q4 | $15.3M | Sell |
244,900
-6,840
| -3% | -$429K | 2.18% | 9 |
|
|
2025
Q3 | $16.1M | Sell |
251,740
-4,648
| -2% | -$285K | 2.35% | 10 |
|
|
2025
Q2 | $15.4M | Sell |
256,388
-8,988
| -3% | -$490K | 2.41% | 9 |
|
|
2025
Q1 | $13.4M | Sell |
265,376
-229,012
| -46% | -$12.2M | 2.26% | 10 |
|
|
2024
Q4 | $25.6M | Buy |
494,388
+5,704
| +1% | +$299K | 4.49% | 7 |
|
|
2024
Q3 | $24.8M | Sell |
488,684
-4,900
| -1% | -$237K | 4.38% | 7 |
|
|
2024
Q2 | $24M | Sell |
493,584
-3,296
| -0.7% | -$154K | 4.52% | 7 |
|
|
2024
Q1 | $23.3M | Buy |
496,880
+6,580
| +1% | +$287K | 4.22% | 7 |
|
|
2023
Q4 | $19.2M | Buy |
490,300
+1,240
| +0.3% | +$45.5K | 3.67% | 7 |
|
|
2023
Q3 | $17.1M | Buy |
489,060
+4,200
| +0.9% | +$152K | 3.94% | 9 |
|
|
2023
Q2 | $17.5M | Sell |
484,860
-13,640
| -3% | -$479K | 3.75% | 9 |
|
|
2023
Q1 | $17.3M | Buy |
498,500
+69,472
| +16% | +$2.45M | 3.94% | 9 |
|
|
2022
Q4 | $15.7M | Sell |
429,028
-63,968
| -13% | -$2.32M | 3.33% | 7 |
|
|
2022
Q3 | $16.2M | Buy |
492,996
+15,768
| +3% | +$553K | 4.3% | 8 |
|
|
2022
Q2 | $16.2M | Buy |
477,228
+6,676
| +1% | +$245K | 4.02% | 8 |
|
|
2022
Q1 | $19.8M | Buy |
470,552
+10,124
| +2% | +$417K | 4.15% | 8 |
|
|
2021
Q4 | $20.9M | Buy |
460,428
+15,648
| +4% | +$721K | 4.33% | 8 |
|
|
2021
Q3 | $19.5M | Buy |
444,780
+2,208
| +0.5% | +$98.1K | 4.55% | 7 |
|
|
2021
Q2 | $19.2M | Buy |
442,572
+12,816
| +3% | +$543K | 4.43% | 6 |
|
|
2021
Q1 | $17.3M | Buy |
429,756
+12,952
| +3% | +$535K | 4.3% | 7 |
|
|
2020
Q4 | $16.8M | Buy |
416,804
+22,360
| +6% | +$857K | 4.82% | 6 |
|
|
2020
Q3 | $14.5M | Sell |
394,444
-37,820
| -9% | -$1.35M | 4.92% | 6 |
|
|
2020
Q2 | $14.2M | Sell |
432,264
-31,600
| -7% | -$956K | 5.44% | 4 |
|
|
2020
Q1 | $12.3M | Sell |
463,864
-7,020
| -1% | -$217K | 6.6% | 3 |
|
|
2019
Q4 | $14.8M | Buy |
470,884
+6,096
| +1% | +$185K | 6.25% | 2 |
|
|
2019
Q3 | $13.9M | Sell |
464,788
-1,860
| -0.4% | -$56.1K | 6.21% | 2 |
|
|
2019
Q2 | $13.8M | Sell |
466,648
-24,472
| -5% | -$700K | 6.32% | 2 |
|
|
2019
Q1 | $13.8M | Buy |
491,120
+8,324
| +2% | +$224K | 6.45% | 2 |
|
|
2018
Q4 | $12.1M | Buy |
482,796
+127,012
| +36% | +$3.4M | 5.32% | 3 |
|
|
2018
Q3 | $10.6M | Sell |
355,784
-34,064
| -9% | -$980K | 4.69% | 2 |
|
|
2018
Q2 | $10.7M | Sell |
389,848
-21,596
| -5% | -$591K | 4.46% | 4 |
|
|
2018
Q1 | $10.9M | Buy |
411,444
+4,416
| +1% | +$120K | 9.21% | 2 |
|
|
2017
Q4 | $10.5M | Buy |
407,028
+5,872
| +1% | +$148K | 8.25% | 2 |
|
|
2017
Q3 | $9.6M | Buy |
401,156
+11,536
| +3% | +$267K | 7.74% | 2 |
|
|
2017
Q2 | $8.66M | Buy |
389,620
+140,252
| +56% | +$3.04M | 7.97% | 2 |
|
|
2017
Q1 | $5.15M | Buy |
+249,368
| New | +$4.99M | 4.67% | 4 |
|
Other funds holding MTUM
CFO4Life Group's MTUM Position: Q2 2026 in Review
CFO4Life Group reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.46% in Q2 2026, selling an estimated $84.2K and leaving 242,332 shares worth $20.8M. The position accounts for 2.8% of the portfolio, ranked #7.
CFO4Life Group first reported a position in MTUM in Q1 2017 and has held it in 38 quarters since. The position peaked at $25.6M in Q4 2024. 1,215 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.
- CFO4Life Group held 242,332 shares of iShares MSCI USA Momentum Factor ETF worth $20.8M as of Q2 2026.
- CFO4Life Group sold 1,128 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $84.2K.
- iShares MSCI USA Momentum Factor ETF made up 2.8% of CFO4Life Group's portfolio in Q2 2026, its #7 holding.
- CFO4Life Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2017 and has held it in 38 quarters since.
- CFO4Life Group's iShares MSCI USA Momentum Factor ETF position peaked at $25.6M in Q4 2024.
- 1,215 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.
Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.