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Curi RMB Capital’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Curi RMB Capital’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 		$296K Buy
+864
New +$258K ﹤0.01% 761
2026
Q1 		– Sell
-967
Closed -$242K – 923
2025
Q4 		$242K Buy
967
+20
+2% +$5.02K ﹤0.01% 814
2025
Q3 		$243K Buy
947
+50
+6% +$12.2K ﹤0.01% 640
2025
Q2 		$216K Buy
+897
New +$196K ﹤0.01% 641

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

Curi RMB Capital's MTUM Position: Q2 2026 in Review

Curi RMB Capital opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 864 shares worth $296K. The stake represents ﹤0.01% of the portfolio and ranks #761 among its holdings. This is a return to the name: Curi RMB Capital previously reported a position in MTUM as recently as Q4 2025.

Curi RMB Capital first reported a position in MTUM in Q2 2025 and has held it in 4 quarters since. 1,211 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Curi RMB Capital held 864 shares of iShares MSCI USA Momentum Factor ETF worth $296K as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Curi RMB Capital position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Curi RMB Capital's portfolio in Q2 2026, its #761 holding.
  • Curi RMB Capital first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.