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Evergreen Capital Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Evergreen Capital Management’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
Q2 		$264K Buy
+770
New +$230K ﹤0.01% 1299
2026
Q1 		– Sell
-1,032
Closed -$258K – 1586
2025
Q4 		$258K Hold
1,032
– – 0.01% 1130
2025
Q3 		$265K Buy
+1,032
New +$253K 0.01% 1064
2022
Q3 		– Sell
-3,526
Closed -$481K – 630
2022
Q2 		$481K Buy
+3,526
New +$518K 0.03% 338

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Evergreen Capital Management's MTUM Position: Q2 2026 in Review

Evergreen Capital Management opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 770 shares worth $264K. The stake represents ﹤0.01% of the portfolio and ranks #1299 among its holdings. This is a return to the name: Evergreen Capital Management previously reported a position in MTUM as recently as Q4 2025.

Evergreen Capital Management first reported a position in MTUM in Q2 2022 and has held it in 4 quarters since. The position peaked at $481K in Q2 2022. 352 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Evergreen Capital Management held 770 shares of iShares MSCI USA Momentum Factor ETF worth $264K as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Evergreen Capital Management position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1299 holding.
  • Evergreen Capital Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2022 and has held it in 4 quarters since.
  • Evergreen Capital Management's iShares MSCI USA Momentum Factor ETF position peaked at $481K in Q2 2022.
  • 352 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.