CIBC World Market
MTUM icon

CIBC World Market’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

CIBC World Market’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 		$5.22M Buy
21,748
+4,257
+24% +$1.07M 0.01% 548
2025
Q4 		$4.38M Buy
17,491
+3,010
+21% +$756K 0.01% 599
2025
Q3 		$3.71M Sell
14,481
-42,451
-75% -$10.4M 0.01% 657
2025
Q2 		$13.7M Buy
56,932
+54,347
+2,102% +$11.9M 0.03% 318
2025
Q1 		$523K Buy
2,585
+475
+23% +$102K ﹤0.01% 1022
2024
Q4 		$437K Buy
2,110
+6
+0.3% +$1.26K ﹤0.01% 1075
2024
Q3 		$427K Buy
2,104
+100
+5% +$19.4K ﹤0.01% 1045
2024
Q2 		$391K Buy
+2,004
New +$374K ﹤0.01% 1030
2023
Q2 		– Sell
-1,587
Closed -$221K – 1276
2023
Q1 		$221K Sell
1,587
-5,390
-77% -$761K ﹤0.01% 1127
2022
Q4 		$1.02M Buy
6,977
+3,316
+91% +$481K ﹤0.01% 753
2022
Q3 		$480K Sell
3,661
-5,154
-58% -$723K ﹤0.01% 898
2022
Q2 		$1.2M Sell
8,815
-840
-9% -$123K ﹤0.01% 676
2022
Q1 		$1.63M Sell
9,655
-33
-0.3% -$5.43K 0.01% 630
2021
Q4 		$1.76M Sell
9,688
-1,343
-12% -$247K 0.01% 644
2021
Q3 		$1.94M Buy
+11,031
New +$1.96M 0.01% 603
2020
Q1 		– Sell
-1,612
Closed -$202K – 1112
2019
Q4 		$202K Buy
+1,612
New +$196K ﹤0.01% 1069
2019
Q3 		– Sell
-13,635
Closed -$1.62M – 1163
2019
Q2 		$1.62M Buy
13,635
+8,130
+148% +$931K 0.01% 537
2019
Q1 		$618K Sell
5,505
-7,144
-56% -$768K ﹤0.01% 799
2018
Q4 		$1.27M Buy
12,649
+8,154
+181% +$873K 0.01% 552
2018
Q3 		$535K Buy
4,495
+1,697
+61% +$195K ﹤0.01% 842
2018
Q2 		$307K Buy
+2,798
New +$306K ﹤0.01% 962

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

CIBC World Market's MTUM Position: Q1 2026 in Review

CIBC World Market increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 24% in Q1 2026, buying an estimated $1.07M and bringing the position to 21,748 shares worth $5.22M. The position accounts for 0.01% of the portfolio, ranked #548.

CIBC World Market first reported a position in MTUM in Q2 2018 and has held it in 21 quarters since. The position peaked at $13.7M in Q2 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • CIBC World Market held 21,748 shares of iShares MSCI USA Momentum Factor ETF worth $5.22M as of Q1 2026.
  • CIBC World Market bought 4,257 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $1.07M.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of CIBC World Market's portfolio in Q1 2026, its #548 holding.
  • CIBC World Market first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2018 and has held it in 21 quarters since.
  • CIBC World Market's iShares MSCI USA Momentum Factor ETF position peaked at $13.7M in Q2 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on CIBC World Market's 13F filing for Q1 2026, filed 14 May 2026.