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Chancellor Financial Group WB’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Chancellor Financial Group WB’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 		$251K Sell
1,047
-21
-2% -$5.28K 0.18% 111
2025
Q4 		$267K Hold
1,068
– – 0.18% 109
2025
Q3 		$274K Hold
1,068
– – 0.19% 101
2025
Q2 		$257K Hold
1,068
– – 0.2% 103
2025
Q1 		$216K Hold
1,068
– – 0.18% 119
2024
Q4 		$221K Buy
+1,068
New +$224K 0.18% 112

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 $9.54B AUM 19.86% 1-Year Est. Return

Chancellor Financial Group WB's MTUM Position: Q1 2026 in Review

Chancellor Financial Group WB reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 2% in Q1 2026, selling an estimated $5.28K and leaving 1,047 shares worth $251K. The position accounts for 0.18% of the portfolio, ranked #111.

Chancellor Financial Group WB first reported a position in MTUM in Q4 2024 and has held it in 6 quarters since. The position peaked at $274K in Q3 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Chancellor Financial Group WB held 1,047 shares of iShares MSCI USA Momentum Factor ETF worth $251K as of Q1 2026.
  • Chancellor Financial Group WB sold 21 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $5.28K.
  • iShares MSCI USA Momentum Factor ETF made up 0.18% of Chancellor Financial Group WB's portfolio in Q1 2026, its #111 holding.
  • Chancellor Financial Group WB first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 6 quarters since.
  • Chancellor Financial Group WB's iShares MSCI USA Momentum Factor ETF position peaked at $274K in Q3 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.