Focus Partners Wealth
MTUM icon

Focus Partners Wealth’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Focus Partners Wealth’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 		$2.06M Buy
8,579
+584
+7% +$147K ﹤0.01% 1300
2025
Q4 		$2.01M Sell
7,995
-919,150
-99% -$231M ﹤0.01% 1323
2025
Q3 		$238M Buy
927,145
+896,644
+2,940% +$220M 0.38% 56
2025
Q2 		$7.33M Buy
30,501
+25,695
+535% +$5.61M 0.02% 566
2025
Q1 		$972K Sell
4,806
-542
-10% -$116K ﹤0.01% 1079
2024
Q4 		$1.11M Buy
5,348
+1,656
+45% +$347K ﹤0.01% 1020
2024
Q3 		$749K Buy
+3,692
New +$715K ﹤0.01% 1022

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 $8.74B AUM 14.62% 1-Year Est. Return

Focus Partners Wealth's MTUM Position: Q1 2026 in Review

Focus Partners Wealth increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 7.3% in Q1 2026, buying an estimated $147K and bringing the position to 8,579 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

Focus Partners Wealth first reported a position in MTUM in Q3 2024 and has held it in 7 quarters since. The position peaked at $238M in Q3 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Focus Partners Wealth held 8,579 shares of iShares MSCI USA Momentum Factor ETF worth $2.06M as of Q1 2026.
  • Focus Partners Wealth bought 584 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $147K.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1300 holding.
  • Focus Partners Wealth first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's iShares MSCI USA Momentum Factor ETF position peaked at $238M in Q3 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.