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

Financial Perspectives’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	$2.06K	Hold	6	–	–	﹤0.01%	652
2026 Q1	$1.44K	Hold	6	–	–	﹤0.01%	649
2025 Q4	$1.5K	Hold	6	–	–	﹤0.01%	646
2025 Q3	$1.54K	Hold	6	–	–	﹤0.01%	648
2025 Q2	$1.44K	Hold	6	–	–	﹤0.01%	643
2025 Q1	$1.21K	Hold	6	–	–	﹤0.01%	652
2024 Q4	$1.24K	Hold	6	–	–	﹤0.01%	655
2024 Q3	$1.22K	Hold	6	–	–	﹤0.01%	611
2024 Q2	$1.17K	Buy	+6	New	+$1.12K	﹤0.01%	606

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Perspectives's MTUM Position: Q2 2026 in Review

Financial Perspectives held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 6 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Financial Perspectives first reported a position in MTUM in Q2 2024 and has held it in 9 quarters since. 1,205 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Financial Perspectives held 6 shares of iShares MSCI USA Momentum Factor ETF worth $2.06K as of Q2 2026.
Financial Perspectives left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #652 holding.
Financial Perspectives first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2024 and has held it in 9 quarters since.
1,205 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.