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Concurrent Investment Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Concurrent Investment Advisors’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
Q2 		$14.2M Buy
41,434
+8,051
+24% +$2.4M 0.12% 185
2026
Q1 		$8.01M Sell
33,383
-18,785
-36% -$4.72M 0.09% 250
2025
Q4 		$13.1M Buy
52,168
+7,861
+18% +$1.97M 0.15% 148
2025
Q3 		$11.4M Buy
44,307
+26,393
+147% +$6.46M 0.19% 108
2025
Q2 		$4.31M Buy
17,914
+8,699
+94% +$1.9M 0.08% 252
2025
Q1 		$1.86M Buy
9,215
+5,388
+141% +$1.15M 0.05% 377
2024
Q4 		$792K Buy
3,827
+1,878
+96% +$393K 0.02% 550
2024
Q3 		$395K Buy
1,949
+334
+21% +$64.7K 0.01% 684
2024
Q2 		$315K Sell
1,615
-295
-15% -$55K 0.01% 725
2024
Q1 		$358K Sell
1,910
-187
-9% -$32.6K 0.01% 630
2023
Q4 		$329K Buy
+2,097
New +$308K 0.02% 623

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Concurrent Investment Advisors's MTUM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 24% in Q2 2026, buying an estimated $2.4M and bringing the position to 41,434 shares worth $14.2M. The position accounts for 0.12% of the portfolio, ranked #185.

Concurrent Investment Advisors first reported a position in MTUM in Q4 2023 and has held it in 11 quarters since. 1,211 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Concurrent Investment Advisors held 41,434 shares of iShares MSCI USA Momentum Factor ETF worth $14.2M as of Q2 2026.
  • Concurrent Investment Advisors bought 8,051 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $2.4M.
  • iShares MSCI USA Momentum Factor ETF made up 0.12% of Concurrent Investment Advisors's portfolio in Q2 2026, its #185 holding.
  • Concurrent Investment Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.