Financial Engines Advisors
MTUM icon

Financial Engines Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Financial Engines 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 		$1.56M Buy
4,544
+133
+3% +$39.7K ﹤0.01% 266
2026
Q1 		$1.06M Buy
4,411
+490
+12% +$123K ﹤0.01% 296
2025
Q4 		$981K Sell
3,921
-6
-0.2% -$1.51K ﹤0.01% 317
2025
Q3 		$1.01M Buy
3,927
+15
+0.4% +$3.67K ﹤0.01% 307
2025
Q2 		$940K Sell
3,912
-489
-11% -$107K ﹤0.01% 301
2025
Q1 		$890K Buy
4,401
+309
+8% +$66K ﹤0.01% 265
2024
Q4 		$847K Sell
4,092
-162
-4% -$33.9K ﹤0.01% 275
2024
Q3 		$863K Buy
4,254
+167
+4% +$32.3K ﹤0.01% 243
2024
Q2 		$796K Buy
4,087
+447
+12% +$83.4K ﹤0.01% 224
2024
Q1 		$682K Buy
3,640
+24
+0.7% +$4.19K ﹤0.01% 221
2023
Q4 		$567K Buy
3,616
+16
+0.4% +$2.35K ﹤0.01% 218
2023
Q3 		$504K Sell
3,600
-223
-6% -$32.2K ﹤0.01% 203
2023
Q2 		$551K Sell
3,823
-473
-11% -$66.5K ﹤0.01% 202
2023
Q1 		$597K Sell
4,296
-213
-5% -$30.1K ﹤0.01% 201
2022
Q4 		$658K Buy
4,509
+875
+24% +$127K ﹤0.01% 199
2022
Q3 		$476K Sell
3,634
-81
-2% -$11.4K ﹤0.01% 201
2022
Q2 		$506K Buy
3,715
+46
+1% +$6.75K ﹤0.01% 200
2022
Q1 		$617K Buy
+3,669
New +$604K ﹤0.01% 186
2018
Q4 		– Sell
-78
Closed -$9K – 158
2018
Q3 		$9K Buy
+78
New +$8.97K ﹤0.01% 98

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

Financial Engines Advisors's MTUM Position: Q2 2026 in Review

Financial Engines Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 3% in Q2 2026, buying an estimated $39.7K and bringing the position to 4,544 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Financial Engines Advisors first reported a position in MTUM in Q3 2018 and has held it in 19 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Financial Engines Advisors held 4,544 shares of iShares MSCI USA Momentum Factor ETF worth $1.56M as of Q2 2026.
  • Financial Engines Advisors bought 133 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $39.7K.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #266 holding.
  • Financial Engines Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2018 and has held it in 19 quarters since.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.