DecisionPoint Financial’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

DecisionPoint Financial’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	$24.5K	Sell	102 -76	-43%	-$19.1K	0.01%	125
2025 Q4	$44.6K	Buy	178 +76	+75%	+$19.1K	0.01%	94
2025 Q3	$26.1K	Hold	102	–	–	0.01%	104
2025 Q2	$24.2K	Hold	102	–	–	0.01%	113
2025 Q1	$20.6K	Hold	102	–	–	0.01%	122
2024 Q4	$21.1K	Hold	102	–	–	0.01%	123
2024 Q3	$20.7K	Hold	102	–	–	0.01%	122
2024 Q2	$19.5K	Buy	+102	New	+$19K	0.01%	124

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

DecisionPoint Financial's MTUM Position: Q1 2026 in Review

DecisionPoint Financial reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 43% in Q1 2026, selling an estimated $19.1K and leaving 102 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #125.

DecisionPoint Financial first reported a position in MTUM in Q2 2024 and has held it in 8 quarters since. The position peaked at $44.6K in Q4 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

DecisionPoint Financial held 102 shares of iShares MSCI USA Momentum Factor ETF worth $24.5K as of Q1 2026.
DecisionPoint Financial sold 76 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $19.1K.
iShares MSCI USA Momentum Factor ETF made up 0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #125 holding.
DecisionPoint Financial first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2024 and has held it in 8 quarters since.
DecisionPoint Financial's iShares MSCI USA Momentum Factor ETF position peaked at $44.6K in Q4 2025.
1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.