Churchill Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Churchill Management’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	$220M	Buy	+916,637	New	+$200M	2.39%	16

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Churchill Management's MTUM Position: Q2 2025 in Review

Churchill Management opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2025: 916,637 shares worth $220M. The stake represents 2.39% of the portfolio and ranks #16 among its holdings.

955 funds tracked by Wall St. Rank hold MTUM as of Q2 2025.

Churchill Management held 916,637 shares of iShares MSCI USA Momentum Factor ETF worth $220M as of Q2 2025.
iShares MSCI USA Momentum Factor ETF was a new Churchill Management position in Q2 2025.
iShares MSCI USA Momentum Factor ETF made up 2.39% of Churchill Management's portfolio in Q2 2025, its #16 holding.
955 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2025.

Based on Churchill Management's 13F filing for Q2 2025, filed 18 Jul 2025.