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Dai-ichi Life Insurance Company’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Dai-ichi Life Insurance Company’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
Q1 		$1.43M Sell
5,979
-4,559
-43% -$1.15M 0.04% 293
2025
Q4 		$2.64M Buy
10,538
+478
+5% +$120K 0.07% 231
2025
Q3 		$2.58M Buy
10,060
+993
+11% +$243K 0.06% 235
2025
Q2 		$2.18M Sell
9,067
-1,812
-17% -$395K 0.06% 254
2025
Q1 		$2.2M Sell
10,879
-5,330
-33% -$1.14M 0.06% 247
2024
Q4 		$3.35M Buy
16,209
+2,270
+16% +$476K 0.09% 204
2024
Q3 		$2.83M Sell
13,939
-6,868
-33% -$1.33M 0.07% 232
2024
Q2 		$4.05M Sell
20,807
-11,909
-36% -$2.22M 0.1% 195
2024
Q1 		$6.13M Sell
32,716
-14,033
-30% -$2.45M 0.14% 141
2023
Q4 		$7.33M Buy
46,749
+3,452
+8% +$507K 0.15% 134
2023
Q3 		$6.05M Sell
43,297
-19,008
-31% -$2.74M 0.13% 148
2023
Q2 		$8.99M Sell
62,305
-1,865
-3% -$262K 0.19% 108
2023
Q1 		$8.92M Sell
64,170
-6,491
-9% -$916K 0.2% 100
2022
Q4 		$10.3M Buy
70,661
+15,529
+28% +$2.25M 0.24% 89
2022
Q3 		$7.23M Buy
55,132
+11,958
+28% +$1.68M 0.18% 112
2022
Q2 		$5.89M Sell
43,174
-13,316
-24% -$1.96M 0.13% 142
2022
Q1 		$9.51M Sell
56,490
-18,947
-25% -$3.12M 0.15% 136
2021
Q4 		$13.7M Buy
75,437
+3,144
+4% +$579K 0.18% 112
2021
Q3 		$12.7M Sell
72,293
-14,797
-17% -$2.63M 0.16% 116
2021
Q2 		$15.1M Buy
87,090
+9,691
+13% +$1.64M 0.19% 102
2021
Q1 		$12.4M Buy
77,399
+48,300
+166% +$7.99M 0.17% 101
2020
Q4 		$4.69M Sell
29,099
-12,819
-31% -$1.96M 0.07% 208
2020
Q3 		$6.18M Buy
41,918
+24,504
+141% +$3.5M 0.11% 145
2020
Q2 		$2.28M Buy
+17,414
New +$2.11M 0.05% 264
2020
Q1 		– Sell
-66,404
Closed -$8.34M – 524
2019
Q4 		$8.34M Buy
66,404
+19,922
+43% +$2.42M 0.19% 119
2019
Q3 		$5.54M Buy
46,482
+8,010
+21% +$965K 0.13% 179
2019
Q2 		$4.56M Buy
38,472
+16,581
+76% +$1.9M 0.11% 197
2019
Q1 		$2.46M Buy
+21,891
New +$2.35M 0.06% 305

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $377B AUM 19.32% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Dai-ichi Life Insurance Company's MTUM Position: Q1 2026 in Review

Dai-ichi Life Insurance Company reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 43% in Q1 2026, selling an estimated $1.15M and leaving 5,979 shares worth $1.43M. The position accounts for 0.04% of the portfolio, ranked #293.

Dai-ichi Life Insurance Company first reported a position in MTUM in Q1 2019 and has held it in 28 quarters since. The position peaked at $15.1M in Q2 2021. 1,052 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Dai-ichi Life Insurance Company held 5,979 shares of iShares MSCI USA Momentum Factor ETF worth $1.43M as of Q1 2026.
  • Dai-ichi Life Insurance Company sold 4,559 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $1.15M.
  • iShares MSCI USA Momentum Factor ETF made up 0.04% of Dai-ichi Life Insurance Company's portfolio in Q1 2026, its #293 holding.
  • Dai-ichi Life Insurance Company first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2019 and has held it in 28 quarters since.
  • Dai-ichi Life Insurance Company's iShares MSCI USA Momentum Factor ETF position peaked at $15.1M in Q2 2021.
  • 1,052 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Dai-ichi Life Insurance Company's 13F filing for Q1 2026, filed 14 May 2026.