Estate Counselors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,400
| Closed | -$601K | – | 108 |
|
|
2025
Q4 | $601K | Hold |
2,400
| – | – | 0.05% | 71 |
|
|
2025
Q3 | $615K | Hold |
2,400
| – | – | 0.05% | 72 |
|
|
2025
Q2 | $577K | Hold |
2,400
| – | – | 0.06% | 66 |
|
|
2025
Q1 | $485K | Hold |
2,400
| – | – | 0.05% | 76 |
|
|
2024
Q4 | $497K | Hold |
2,400
| – | – | 0.05% | 85 |
|
|
2024
Q3 | $487K | Buy |
+2,400
| New | +$465K | 0.05% | 90 |
|
|
2024
Q2 | – | Sell |
-2,400
| Closed | -$450K | – | 120 |
|
|
2024
Q1 | $450K | Hold |
2,400
| – | – | 0.05% | 98 |
|
|
2023
Q4 | $377K | Buy |
+2,400
| New | +$352K | 0.05% | 108 |
|
|
2023
Q3 | – | Sell |
-2,400
| Closed | -$346K | – | 128 |
|
|
2023
Q2 | $346K | Hold |
2,400
| – | – | 0.04% | 116 |
|
|
2023
Q1 | $334K | Hold |
2,400
| – | – | 0.04% | 118 |
|
|
2022
Q4 | $350K | Hold |
2,400
| – | – | 0.05% | 129 |
|
|
2022
Q3 | $314K | Hold |
2,400
| – | – | 0.05% | 108 |
|
|
2022
Q2 | $327K | Sell |
2,400
-700
| -23% | -$103K | 0.05% | 110 |
|
|
2022
Q1 | $521K | Hold |
3,100
| – | – | 0.07% | 108 |
|
|
2021
Q4 | $563K | Sell |
3,100
-19,080
| -86% | -$3.52M | 0.07% | 108 |
|
|
2021
Q3 | $3.89M | Sell |
22,180
-59,120
| -73% | -$10.5M | 0.49% | 44 |
|
|
2021
Q2 | $14.1M | Sell |
81,300
-870
| -1% | -$147K | 1.85% | 14 |
|
|
2021
Q1 | $13.2M | Sell |
82,170
-2,200
| -3% | -$364K | 1.94% | 14 |
|
|
2020
Q4 | $13.6M | Sell |
84,370
-3,670
| -4% | -$562K | 2.05% | 11 |
|
|
2020
Q3 | $13M | Buy |
88,040
+1,800
| +2% | +$257K | 2.01% | 13 |
|
|
2020
Q2 | $11.3M | Buy |
86,240
+5,900
| +7% | +$714K | 1.81% | 16 |
|
|
2020
Q1 | $8.55M | Buy |
+80,340
| New | +$9.93M | 1.41% | 26 |
|
|
2019
Q1 | – | Sell |
-110,170
| Closed | -$11M | – | 69 |
|
|
2018
Q4 | $11M | Sell |
110,170
-11,220
| -9% | -$1.2M | 2.23% | 15 |
|
|
2018
Q3 | $14.4M | Buy |
121,390
+2,060
| +2% | +$237K | 2.61% | 16 |
|
|
2018
Q2 | $13.1M | Buy |
119,330
+1,940
| +2% | +$212K | 2.48% | 16 |
|
|
2018
Q1 | $12.4M | Sell |
117,390
-13,990
| -11% | -$1.52M | 2.31% | 17 |
|
|
2017
Q4 | $13.5M | Sell |
131,380
-18,580
| -12% | -$1.87M | 2.71% | 11 |
|
|
2017
Q3 | $14.3M | Buy |
149,960
+16,600
| +12% | +$1.54M | 2.86% | 10 |
|
|
2017
Q2 | $11.9M | Buy |
133,360
+107,780
| +421% | +$9.33M | 2.69% | 12 |
|
|
2017
Q1 | $2.11M | Buy |
+25,580
| New | +$2.05M | 0.55% | 42 |
|
|
2016
Q4 | – | Sell |
-11,320
| Closed | -$876K | – | 73 |
|
|
2016
Q3 | $876K | Sell |
11,320
-16,220
| -59% | -$1.26M | 0.34% | 42 |
|
|
2016
Q2 | $2.1M | Hold |
27,540
| – | – | 0.84% | 33 |
|
|
2016
Q1 | $2.01M | Buy |
27,540
+4,440
| +19% | +$310K | 0.89% | 32 |
|
|
2015
Q4 | $1.69M | Hold |
23,100
| – | – | 0.69% | 33 |
|
|
2015
Q3 | $1.57M | Buy |
+23,100
| New | +$1.65M | 0.63% | 36 |
|
Other funds holding MTUM
SOMRS
BTI
Estate Counselors's MTUM Position: Q1 2026 in Review
Estate Counselors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2026, closing a stake of 2,400 shares — an estimated $601K sold.
Estate Counselors first reported a position in MTUM in Q3 2015 and held it in 35 quarters. The position peaked at $14.4M in Q3 2018. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.
- Estate Counselors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2026 after selling out during the quarter.
- Estate Counselors sold 2,400 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $601K.
- Estate Counselors first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2015 and held it in 35 quarters.
- Estate Counselors's iShares MSCI USA Momentum Factor ETF position peaked at $14.4M in Q3 2018.
- 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.
Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.