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

Focus Financial Network’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	$3.36M	Sell	9,803 -686	-7%	-$205K	0.1%	154
2026 Q1	$2.52M	Buy	10,489 +2,739	+35%	+$688K	0.09%	182
2025 Q4	$1.94M	Sell	7,750 -213	-3%	-$53.5K	0.07%	216
2025 Q3	$2.04M	Sell	7,963 -7,237	-48%	-$1.77M	0.07%	203
2025 Q2	$3.65M	Buy	15,200 +6,544	+76%	+$1.43M	0.14%	125
2025 Q1	$1.75M	Buy	8,656 +578	+7%	+$124K	0.07%	202
2024 Q4	$1.67M	Buy	8,078 +17	+0.2%	+$3.56K	0.07%	205
2024 Q3	$1.63M	Buy	8,061 +153	+2%	+$29.6K	0.07%	208
2024 Q2	$1.53M	Buy	7,908 +6	+0.1%	+$1.12K	0.07%	207
2024 Q1	$1.41M	Sell	7,902 -9,203	-54%	-$1.61M	0.07%	208
2023 Q4	$2.68M	Buy	17,105 +7,637	+81%	+$1.12M	0.1%	173
2023 Q3	$1.33M	Sell	9,468 -401	-4%	-$57.9K	0.07%	192
2023 Q2	$1.42M	Sell	9,869 -692	-7%	-$97.3K	0.08%	188
2023 Q1	$1.47M	Sell	10,561 -5,126	-33%	-$723K	0.09%	181
2022 Q4	$2.29M	Buy	15,687 +2,945	+23%	+$427K	0.19%	107
2022 Q3	$1.69M	Sell	12,742 -2,801	-18%	-$393K	0.15%	124
2022 Q2	$2.12M	Sell	15,543 -2,424	-13%	-$356K	0.18%	106
2022 Q1	$3.02M	Sell	17,967 -4,880	-21%	-$803K	0.21%	91
2021 Q4	$4.15M	Sell	22,847 -5,134	-18%	-$946K	0.61%	40
2021 Q3	$4.91M	Buy	27,981 +4,376	+19%	+$778K	0.66%	34
2021 Q2	$4.09M	Buy	23,605 +2,436	+12%	+$413K	0.54%	45
2021 Q1	$3.41M	Sell	21,169 -61,964	-75%	-$10.2M	0.4%	54
2020 Q4	$13.4M	Buy	83,133 +9,450	+13%	+$1.45M	1.19%	16
2020 Q3	$10.9M	Buy	73,683 +3,436	+5%	+$491K	1.01%	20
2020 Q2	$9.2M	Sell	70,247 -2,918	-4%	-$353K	1.02%	21
2020 Q1	$7.79M	Buy	73,165 +16,700	+30%	+$2.06M	1.05%	22
2019 Q4	$7.09M	Buy	56,465 +2,959	+6%	+$359K	0.87%	24
2019 Q3	$6.38M	Buy	53,506 +16,369	+44%	+$1.97M	0.88%	25
2019 Q2	$4.4M	Buy	37,137 +14,400	+63%	+$1.65M	0.65%	33
2019 Q1	$2.55M	Buy	+22,737	New	+$2.44M	0.41%	51

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

Focus Financial Network's MTUM Position: Q2 2026 in Review

Focus Financial Network reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 6.5% in Q2 2026, selling an estimated $205K and leaving 9,803 shares worth $3.36M. The position accounts for 0.1% of the portfolio, ranked #154.

Focus Financial Network first reported a position in MTUM in Q1 2019 and has held it in 30 quarters since. The position peaked at $13.4M in Q4 2020. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Focus Financial Network held 9,803 shares of iShares MSCI USA Momentum Factor ETF worth $3.36M as of Q2 2026.
Focus Financial Network sold 686 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $205K.
iShares MSCI USA Momentum Factor ETF made up 0.1% of Focus Financial Network's portfolio in Q2 2026, its #154 holding.
Focus Financial Network first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2019 and has held it in 30 quarters since.
Focus Financial Network's iShares MSCI USA Momentum Factor ETF position peaked at $13.4M in Q4 2020.
1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.