CRI
MTUM icon

Commonwealth Retirement Investments’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Commonwealth Retirement Investments’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 		$1.68M Buy
7,021
+783
+13% +$197K 0.52% 55
2025
Q4 		$1.56M Buy
6,238
+2,787
+81% +$700K 0.5% 50
2025
Q3 		$885K Buy
3,451
+333
+11% +$81.5K 0.3% 75
2025
Q2 		$749K Buy
3,118
+94
+3% +$20.5K 0.29% 79
2025
Q1 		$611K Buy
3,024
+154
+5% +$32.9K 0.25% 73
2024
Q4 		$594K Buy
+2,870
New +$601K 0.24% 74
2023
Q1 		– Sell
-2,428
Closed -$354K – 67
2022
Q4 		$354K Buy
+2,428
New +$352K 0.21% 58

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

Commonwealth Retirement Investments's MTUM Position: Q1 2026 in Review

Commonwealth Retirement Investments increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 13% in Q1 2026, buying an estimated $197K and bringing the position to 7,021 shares worth $1.68M. The position accounts for 0.52% of the portfolio, ranked #55.

Commonwealth Retirement Investments first reported a position in MTUM in Q4 2022 and has held it in 7 quarters since. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Commonwealth Retirement Investments held 7,021 shares of iShares MSCI USA Momentum Factor ETF worth $1.68M as of Q1 2026.
  • Commonwealth Retirement Investments bought 783 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $197K.
  • iShares MSCI USA Momentum Factor ETF made up 0.52% of Commonwealth Retirement Investments's portfolio in Q1 2026, its #55 holding.
  • Commonwealth Retirement Investments first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and has held it in 7 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.