First Foundation Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

First Foundation 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 Q1	$554K	Sell	2,309 -91	-4%	-$22.9K	0.02%	223
2025 Q4	$601K	Sell	2,400 -4	-0.2%	-$1K	0.02%	214
2025 Q3	$617K	Hold	2,404	–	–	0.02%	216
2025 Q2	$578K	Hold	2,404	–	–	0.02%	230
2025 Q1	$486K	Hold	2,404	–	–	0.02%	228
2024 Q4	$497K	Sell	2,404 -75	-3%	-$15.7K	0.02%	228
2024 Q3	$503K	Buy	2,479 +1	+0%	+$194	0.02%	232
2024 Q2	$483K	Sell	2,478 -35	-1%	-$6.53K	0.02%	225
2024 Q1	$471K	Hold	2,513	–	–	0.02%	235
2023 Q4	$394K	Sell	2,513 -40	-2%	-$5.87K	0.02%	250
2023 Q3	$357K	Hold	2,553	–	–	0.02%	290
2023 Q2	$368K	Buy	+2,553	New	+$359K	0.02%	278

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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 Foundation Advisors's MTUM Position: Q1 2026 in Review

First Foundation Advisors reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 3.8% in Q1 2026, selling an estimated $22.9K and leaving 2,309 shares worth $554K. The position accounts for 0.02% of the portfolio, ranked #223.

First Foundation Advisors first reported a position in MTUM in Q2 2023 and has held it in 12 quarters since. The position peaked at $617K in Q3 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

First Foundation Advisors held 2,309 shares of iShares MSCI USA Momentum Factor ETF worth $554K as of Q1 2026.
First Foundation Advisors sold 91 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $22.9K.
iShares MSCI USA Momentum Factor ETF made up 0.02% of First Foundation Advisors's portfolio in Q1 2026, its #223 holding.
First Foundation Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2023 and has held it in 12 quarters since.
First Foundation Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $617K in Q3 2025.
1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.