Financial Counselors Inc’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Financial Counselors Inc’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
2025 Q2	–	Sell	-1,095	Closed	-$221K	–	355
2025 Q1	$221K	Sell	1,095 -332	-23%	-$70.9K	﹤0.01%	557
2024 Q4	$295K	Buy	1,427 +76	+6%	+$15.9K	﹤0.01%	504
2024 Q3	$274K	Buy	1,351 +256	+23%	+$49.6K	﹤0.01%	522
2024 Q2	$213K	Hold	1,095	–	–	﹤0.01%	532
2024 Q1	$205K	Buy	+1,095	New	+$191K	﹤0.01%	556
2021 Q4	–	Sell	-1,386	Closed	-$243K	–	534
2021 Q3	$243K	Buy	1,386 +157	+13%	+$27.9K	0.01%	484
2021 Q2	$213K	Buy	+1,229	New	+$208K	﹤0.01%	503

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Financial Counselors Inc's MTUM Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2025, closing a stake of 1,095 shares — an estimated $221K sold.

Financial Counselors Inc first reported a position in MTUM in Q2 2021 and held it in 7 quarters. The position peaked at $295K in Q4 2024. 955 funds tracked by Wall St. Rank hold MTUM as of Q2 2025.

Financial Counselors Inc reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 1,095 iShares MSCI USA Momentum Factor ETF shares in Q2 2025, an estimated $221K.
Financial Counselors Inc first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2021 and held it in 7 quarters.
Financial Counselors Inc's iShares MSCI USA Momentum Factor ETF position peaked at $295K in Q4 2024.
955 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.