Financiere des Professionnels’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Financiere des Professionnels’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	$4.77M	Sell	13,900 -3,300	-19%	-$985K	0.27%	80
2026 Q1	$4.13M	Hold	17,200	–	–	0.24%	90
2025 Q4	$4.31M	Buy	17,200 +3,000	+21%	+$753K	0.24%	94
2025 Q3	$3.64M	Buy	14,200 +2,700	+23%	+$661K	0.21%	108
2025 Q2	$2.76M	Buy	11,500 +2,000	+21%	+$436K	0.17%	120
2025 Q1	$1.92M	Buy	+9,500	New	+$2.03M	0.12%	116

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

Financiere des Professionnels's MTUM Position: Q2 2026 in Review

Financiere des Professionnels reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 19% in Q2 2026, selling an estimated $985K and leaving 13,900 shares worth $4.77M. The position accounts for 0.27% of the portfolio, ranked #80.

Financiere des Professionnels first reported a position in MTUM in Q1 2025 and has held it in 6 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Financiere des Professionnels held 13,900 shares of iShares MSCI USA Momentum Factor ETF worth $4.77M as of Q2 2026.
Financiere des Professionnels sold 3,300 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $985K.
iShares MSCI USA Momentum Factor ETF made up 0.27% of Financiere des Professionnels's portfolio in Q2 2026, its #80 holding.
Financiere des Professionnels first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2025 and has held it in 6 quarters since.
1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Financiere des Professionnels's 13F filing for Q2 2026, filed 5 Aug 2026.