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First Business Financial Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

First Business Financial Services’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
Q1 		$4.88M Hold
20,335
– – 0.43% 26
2025
Q4 		$5.09M Hold
20,335
– – 0.47% 23
2025
Q3 		$5.21M Hold
20,335
– – 0.48% 21
2025
Q2 		$4.89M Hold
20,335
– – 0.44% 22
2025
Q1 		$4.11M Hold
20,335
– – 0.4% 27
2024
Q4 		$4.21M Hold
20,335
– – 0.42% 24
2024
Q3 		$4.12M Hold
20,335
– – 0.41% 21
2024
Q2 		$3.96M Hold
20,335
– – 0.42% 21
2024
Q1 		$3.81M Hold
20,335
– – 0.41% 21
2023
Q4 		$3.19M Hold
20,335
– – 0.37% 19
2023
Q3 		$2.84M Sell
20,335
-54
-0.3% -$7.79K 0.36% 20
2023
Q2 		$2.94M Sell
20,389
-10,492
-34% -$1.48M 0.36% 18
2023
Q1 		$4.29M Hold
30,881
– – 0.54% 14
2022
Q4 		$4.51M Sell
30,881
-3,726
-11% -$541K 0.61% 15
2022
Q3 		$4.54M Sell
34,607
-10
-0% -$1.4K 0.65% 14
2022
Q2 		$4.72M Sell
34,617
-381,860
-92% -$56.1M 0.64% 14
2022
Q1 		$70.1M Buy
416,477
+16,394
+4% +$2.7M 7.75% 4
2021
Q4 		$72.7M Buy
400,083
+3,919
+1% +$722K 7.7% 4
2021
Q3 		$69.6M Buy
396,164
+12,703
+3% +$2.26M 7.96% 4
2021
Q2 		$66.5M Buy
383,461
+16,385
+4% +$2.78M 7.77% 4
2021
Q1 		$59M Buy
367,076
+16,545
+5% +$2.74M 7.84% 3
2020
Q4 		$56.5M Buy
350,531
+152,803
+77% +$23.4M 8.21% 3
2020
Q3 		$29.1M Buy
197,728
+3,380
+2% +$483K 4.86% 9
2020
Q2 		$25.5M Buy
194,348
+33,573
+21% +$4.06M 4.56% 9
2020
Q1 		$17.1M Buy
+160,775
New +$19.9M 3.41% 10

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

First Business Financial Services's MTUM Position: Q1 2026 in Review

First Business Financial Services held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q1 2026 at 20,335 shares worth $4.88M. The position accounts for 0.43% of the portfolio, ranked #26.

First Business Financial Services first reported a position in MTUM in Q1 2020 and has held it in 25 quarters since. The position peaked at $72.7M in Q4 2021. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • First Business Financial Services held 20,335 shares of iShares MSCI USA Momentum Factor ETF worth $4.88M as of Q1 2026.
  • First Business Financial Services left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.43% of First Business Financial Services's portfolio in Q1 2026, its #26 holding.
  • First Business Financial Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2020 and has held it in 25 quarters since.
  • First Business Financial Services's iShares MSCI USA Momentum Factor ETF position peaked at $72.7M in Q4 2021.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on First Business Financial Services's 13F filing for Q1 2026, filed 1 May 2026.