Empower Advisory Group
MTUM icon

Empower Advisory Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Empower Advisory Group’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 		$433K Sell
1,805
-1,630
-47% -$410K ﹤0.01% 346
2025
Q4 		$860K Buy
3,435
+644
+23% +$162K ﹤0.01% 268
2025
Q3 		$716K Buy
2,791
+6
+0.2% +$1.47K ﹤0.01% 286
2025
Q2 		$669K Buy
2,785
+1,119
+67% +$244K ﹤0.01% 288
2025
Q1 		$337K Sell
1,666
-72
-4% -$15.4K ﹤0.01% 381
2024
Q4 		$360K Buy
1,738
+75
+5% +$15.7K ﹤0.01% 369
2024
Q3 		$337K Sell
1,663
-146
-8% -$28.3K ﹤0.01% 377
2024
Q2 		$353K Buy
+1,809
New +$338K ﹤0.01% 363

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 $9.54B AUM 19.86% 1-Year Est. Return

Empower Advisory Group's MTUM Position: Q1 2026 in Review

Empower Advisory Group reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 47% in Q1 2026, selling an estimated $410K and leaving 1,805 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Empower Advisory Group first reported a position in MTUM in Q2 2024 and has held it in 8 quarters since. The position peaked at $860K in Q4 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Empower Advisory Group held 1,805 shares of iShares MSCI USA Momentum Factor ETF worth $433K as of Q1 2026.
  • Empower Advisory Group sold 1,630 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $410K.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #346 holding.
  • Empower Advisory Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2024 and has held it in 8 quarters since.
  • Empower Advisory Group's iShares MSCI USA Momentum Factor ETF position peaked at $860K in Q4 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.