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CX Institutional’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

CX Institutional’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 		$139K Sell
406
-152
-27% -$45.4K ﹤0.01% 808
2026
Q1 		$134K Buy
558
+1
+0.2% +$251 ﹤0.01% 804
2025
Q4 		$140K Buy
557
+41
+8% +$10.3K ﹤0.01% 791
2025
Q3 		$132K Buy
516
+302
+141% +$74K ﹤0.01% 782
2025
Q2 		$51K Hold
214
– – ﹤0.01% 853
2025
Q1 		$43K Buy
+214
New +$45.7K ﹤0.01% 856
2022
Q3 		– Sell
-57
Closed -$8K – 897
2022
Q2 		$8K Buy
+57
New +$8.37K ﹤0.01% 981
2021
Q4 		– Sell
-274
Closed -$48K – 715
2021
Q3 		$48K Sell
274
-10,002
-97% -$1.78M ﹤0.01% 588
2021
Q2 		$1.78M Sell
10,276
-17,746
-63% -$3.01M 0.15% 168
2021
Q1 		$4.51M Buy
28,022
+721
+3% +$119K 0.4% 78
2020
Q4 		$4.4M Buy
27,301
+27,143
+17,179% +$4.16M 0.42% 62
2020
Q3 		$23K Sell
158
-28,353
-99% -$4.05M ﹤0.01% 515
2020
Q2 		$3.73M Buy
28,511
+28,289
+12,743% +$3.42M 0.49% 48
2020
Q1 		$24K Sell
222
-15,001
-99% -$1.85M ﹤0.01% 365
2019
Q4 		$1.91M Sell
15,223
-12,983
-46% -$1.58M 0.33% 77
2019
Q3 		$3.36M Buy
28,206
+5,347
+23% +$645K 0.54% 45
2019
Q2 		$2.71M Buy
22,859
+4,975
+28% +$570K 0.43% 60
2019
Q1 		$2.01M Buy
17,884
+6,430
+56% +$691K 0.35% 81
2018
Q4 		$1.15M Buy
11,454
+3,569
+45% +$382K 0.24% 84
2018
Q3 		$938K Buy
7,885
+1,905
+32% +$219K 0.31% 85
2018
Q2 		$656K Buy
+5,980
New +$655K 0.24% 85

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

CX Institutional's MTUM Position: Q2 2026 in Review

CX Institutional reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 27% in Q2 2026, selling an estimated $45.4K and leaving 406 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

CX Institutional first reported a position in MTUM in Q2 2018 and has held it in 21 quarters since. The position peaked at $4.51M in Q1 2021. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • CX Institutional held 406 shares of iShares MSCI USA Momentum Factor ETF worth $139K as of Q2 2026.
  • CX Institutional sold 152 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $45.4K.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #808 holding.
  • CX Institutional first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2018 and has held it in 21 quarters since.
  • CX Institutional's iShares MSCI USA Momentum Factor ETF position peaked at $4.51M in Q1 2021.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.