CIBC Private Wealth Group
MTUM icon

CIBC Private Wealth Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$440K Sell
1,756
-104
-6% -$26.1K ﹤0.01% 926
2025
Q3 		$477K Buy
1,860
+339
+22% +$83K ﹤0.01% 876
2025
Q2 		$366K Buy
1,521
+119
+8% +$26K ﹤0.01% 916
2025
Q1 		$254K Buy
1,402
+31
+2% +$6.62K ﹤0.01% 998
2024
Q4 		$288K Buy
1,371
+454
+50% +$95.1K ﹤0.01% 1027
2024
Q3 		$186K Buy
917
+319
+53% +$61.8K ﹤0.01% 1223
2024
Q2 		$119K Sell
598
-42
-7% -$7.84K ﹤0.01% 1329
2024
Q1 		$120K Buy
+640
New +$112K ﹤0.01% 1314
2022
Q2 		– Sell
-18
Closed -$3K – 1264
2022
Q1 		$3K Buy
+18
New +$2.96K ﹤0.01% 1209
2019
Q1 		– Sell
-2,061
Closed -$207K – 945
2018
Q4 		$207K Hold
2,061
– – ﹤0.01% 837
2018
Q3 		$245K Buy
2,061
+746
+57% +$85.8K ﹤0.01% 891
2018
Q2 		$144K Hold
1,315
– – ﹤0.01% 972
2018
Q1 		$139K Buy
1,315
+530
+68% +$57.8K ﹤0.01% 970
2017
Q4 		$81K Buy
+785
New +$79K ﹤0.01% 1072

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CIBC Private Wealth Group's MTUM Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 5.6% in Q4 2025, selling an estimated $26.1K and leaving 1,756 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

CIBC Private Wealth Group first reported a position in MTUM in Q4 2017 and has held it in 14 quarters since. The position peaked at $477K in Q3 2025. 1,049 funds tracked by Wall St. Rank hold MTUM as of Q4 2025.

  • CIBC Private Wealth Group held 1,756 shares of iShares MSCI USA Momentum Factor ETF worth $440K as of Q4 2025.
  • CIBC Private Wealth Group sold 104 iShares MSCI USA Momentum Factor ETF shares in Q4 2025, an estimated $26.1K.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #926 holding.
  • CIBC Private Wealth Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2017 and has held it in 14 quarters since.
  • CIBC Private Wealth Group's iShares MSCI USA Momentum Factor ETF position peaked at $477K in Q3 2025.
  • 1,049 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.