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Eastern Bank’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Eastern Bank’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 		– Sell
-87
Closed -$21.8K – 1167
2025
Q4 		$21.8K Buy
+87
New +$21.8K ﹤0.01% 717
2025
Q3 		– Sell
-7
Closed -$1.68K – 1036
2025
Q2 		$1.68K Buy
+7
New +$1.53K ﹤0.01% 882

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $18.9B AUM 27.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Eastern Bank's MTUM Position: Q1 2026 in Review

Eastern Bank sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2026, closing a stake of 87 shares — an estimated $21.8K sold.

Eastern Bank first reported a position in MTUM in Q2 2025 and held it in 2 quarters. The position peaked at $21.8K in Q4 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Eastern Bank reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Eastern Bank sold 87 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $21.8K.
  • Eastern Bank first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and held it in 2 quarters.
  • Eastern Bank's iShares MSCI USA Momentum Factor ETF position peaked at $21.8K in Q4 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Eastern Bank's 13F filing for Q1 2026, filed 7 Apr 2026.