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Farther Finance Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Farther Finance Advisors’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 		$11.8M Sell
34,398
-5,620
-14% -$1.68M 0.09% 192
2026
Q1 		$9.81M Sell
40,018
-57
-0.1% -$14.3K 0.09% 193
2025
Q4 		$10M Buy
40,075
+12,704
+46% +$3.19M 0.11% 168
2025
Q3 		$7.02M Buy
27,371
+1,537
+6% +$376K 0.11% 165
2025
Q2 		$6.21M Sell
25,834
-11,509
-31% -$2.51M 0.12% 157
2025
Q1 		$7.6M Buy
37,343
+24,276
+186% +$5.19M 0.19% 105
2024
Q4 		$2.7M Buy
13,067
+11,794
+926% +$2.47M 0.1% 171
2024
Q3 		$258K Sell
1,273
-21
-2% -$4.07K 0.01% 897
2024
Q2 		$253K Buy
1,294
+439
+51% +$81.9K 0.01% 739
2024
Q1 		$160K Sell
855
-99
-10% -$17.3K 0.01% 761
2023
Q4 		$150K Sell
954
-293
-23% -$43K 0.01% 653
2023
Q3 		$174K Sell
1,247
-633
-34% -$91.4K 0.03% 415
2023
Q2 		$271K Sell
1,880
-1,735
-48% -$244K 0.06% 270
2023
Q1 		$503K Sell
3,615
-2,946
-45% -$416K 0.15% 130
2022
Q4 		$957K Buy
+6,561
New +$952K 0.37% 49

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Farther Finance Advisors's MTUM Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 14% in Q2 2026, selling an estimated $1.68M and leaving 34,398 shares worth $11.8M. The position accounts for 0.09% of the portfolio, ranked #192.

Farther Finance Advisors first reported a position in MTUM in Q4 2022 and has held it in 15 quarters since. 1,205 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Farther Finance Advisors held 34,398 shares of iShares MSCI USA Momentum Factor ETF worth $11.8M as of Q2 2026.
  • Farther Finance Advisors sold 5,620 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $1.68M.
  • iShares MSCI USA Momentum Factor ETF made up 0.09% of Farther Finance Advisors's portfolio in Q2 2026, its #192 holding.
  • Farther Finance Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,205 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.