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Empowered Funds’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Empowered Funds’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 		$694K Buy
2,893
+494
+21% +$124K ﹤0.01% 1538
2025
Q4 		$600K Buy
+2,399
New +$602K 0.01% 718
2025
Q2 		– Sell
-12,307
Closed -$2.49M – 1813
2025
Q1 		$2.49M Buy
+12,307
New +$2.63M 0.04% 635

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

Empowered Funds's MTUM Position: Q1 2026 in Review

Empowered Funds increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 21% in Q1 2026, buying an estimated $124K and bringing the position to 2,893 shares worth $694K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Empowered Funds first reported a position in MTUM in Q1 2025 and has held it in 3 quarters since. The position peaked at $2.49M in Q1 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Empowered Funds held 2,893 shares of iShares MSCI USA Momentum Factor ETF worth $694K as of Q1 2026.
  • Empowered Funds bought 494 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $124K.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Empowered Funds's portfolio in Q1 2026, its #1538 holding.
  • Empowered Funds first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2025 and has held it in 3 quarters since.
  • Empowered Funds's iShares MSCI USA Momentum Factor ETF position peaked at $2.49M in Q1 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.