First Merchants Corp’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

First Merchants Corp’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	$598K	Hold	1,745	–	–	0.02%	237
2026 Q1	$419K	Sell	1,745 -107	-6%	-$26.9K	0.02%	274
2025 Q4	$464K	Hold	1,852	–	–	0.02%	269
2025 Q3	$475K	Hold	1,852	–	–	0.02%	272
2025 Q2	$445K	Hold	1,852	–	–	0.02%	272
2025 Q1	$374K	Sell	1,852 -336	-15%	-$71.8K	0.01%	293
2024 Q4	$453K	Hold	2,188	–	–	0.02%	294
2024 Q3	$444K	Hold	2,188	–	–	0.02%	298
2024 Q2	$426K	Buy	+2,188	New	+$408K	0.02%	292

Other funds holding MTUM

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

First Merchants Corp's MTUM Position: Q2 2026 in Review

First Merchants Corp held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 1,745 shares worth $598K. The position accounts for 0.02% of the portfolio, ranked #237.

First Merchants Corp first reported a position in MTUM in Q2 2024 and has held it in 9 quarters since. 212 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

First Merchants Corp held 1,745 shares of iShares MSCI USA Momentum Factor ETF worth $598K as of Q2 2026.
First Merchants Corp left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.02% of First Merchants Corp's portfolio in Q2 2026, its #237 holding.
First Merchants Corp first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2024 and has held it in 9 quarters since.
212 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on First Merchants Corp's 13F filing for Q2 2026, filed 15 Jul 2026.