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

Davidson Investment 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 		$16.8M Buy
+49,002
New +$14.6M 0.69% 55

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Davidson Investment Advisors's MTUM Position: Q2 2026 in Review

Davidson Investment Advisors opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 49,002 shares worth $16.8M. The stake represents 0.69% of the portfolio and ranks #55 among its holdings.

489 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Davidson Investment Advisors held 49,002 shares of iShares MSCI USA Momentum Factor ETF worth $16.8M as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Davidson Investment Advisors position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.69% of Davidson Investment Advisors's portfolio in Q2 2026, its #55 holding.
  • 489 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Davidson Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.