CPRC
MTUM icon

Consolidated Portfolio Review Corp’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Consolidated Portfolio Review Corp’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 		– Sell
-1,741
Closed -$447K – 265
2025
Q3 		$447K Buy
1,741
+724
+71% +$177K 0.06% 287
2025
Q2 		$244K Buy
+1,017
New +$222K 0.03% 391

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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 $445B AUM 25.58% 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 $78.6B AUM 28.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Consolidated Portfolio Review Corp's MTUM Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2025, closing a stake of 1,741 shares — an estimated $447K sold.

Consolidated Portfolio Review Corp first reported a position in MTUM in Q2 2025 and held it in 2 quarters. The position peaked at $447K in Q3 2025. 1,049 funds tracked by Wall St. Rank hold MTUM as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 1,741 iShares MSCI USA Momentum Factor ETF shares in Q4 2025, an estimated $447K.
  • Consolidated Portfolio Review Corp first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and held it in 2 quarters.
  • Consolidated Portfolio Review Corp's iShares MSCI USA Momentum Factor ETF position peaked at $447K in Q3 2025.
  • 1,049 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.