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

Crewe 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 		$179K Buy
521
+28
+6% +$8.36K 0.01% 245
2026
Q1 		$118K Hold
493
– – 0.01% 268
2025
Q4 		$123K Sell
493
-20
-4% -$5.02K 0.01% 255
2025
Q3 		$132K Buy
513
+8
+2% +$1.96K 0.01% 257
2025
Q2 		$121K Buy
505
+422
+508% +$92.1K 0.02% 198
2025
Q1 		$16.8K Hold
83
– – ﹤0.01% 367
2024
Q4 		$17.2K Hold
83
– – ﹤0.01% 370
2024
Q3 		$16.8K Sell
83
-32
-28% -$6.2K ﹤0.01% 425
2024
Q2 		$22.4K Hold
115
– – ﹤0.01% 532
2024
Q1 		$21.5K Hold
115
– – ﹤0.01% 481
2023
Q4 		$18K Sell
115
-129
-53% -$18.9K ﹤0.01% 170
2023
Q3 		$34.1K Sell
244
-772
-76% -$111K 0.01% 168
2023
Q2 		$147K Sell
1,016
-857
-46% -$120K 0.02% 168
2023
Q1 		$260K Sell
1,873
-426
-19% -$60.1K 0.04% 131
2022
Q4 		$335K Sell
2,299
-133
-5% -$19.3K 0.05% 105
2022
Q3 		$319K Buy
2,432
+330
+16% +$46.3K 0.06% 100
2022
Q2 		$287K Buy
2,102
+202
+11% +$29.7K 0.06% 97
2022
Q1 		$320K Buy
+1,900
New +$313K 0.06% 77

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 22.96% 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

Crewe Advisors's MTUM Position: Q2 2026 in Review

Crewe Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 5.7% in Q2 2026, buying an estimated $8.36K and bringing the position to 521 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #245.

Crewe Advisors first reported a position in MTUM in Q1 2022 and has held it in 18 quarters since. The position peaked at $335K in Q4 2022. 1,205 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Crewe Advisors held 521 shares of iShares MSCI USA Momentum Factor ETF worth $179K as of Q2 2026.
  • Crewe Advisors bought 28 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $8.36K.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #245 holding.
  • Crewe Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2022 and has held it in 18 quarters since.
  • Crewe Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $335K in Q4 2022.
  • 1,205 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.