FFO
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Fortitude Family Office’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Fortitude Family Office’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 		– Sell
-28
Closed -$7.01K – 2009
2025
Q4 		$7.01K Sell
28
-94
-77% -$23.6K ﹤0.01% 696
2025
Q3 		$31.3K Sell
122
-133
-52% -$32.6K 0.01% 314
2025
Q2 		$61.3K Buy
255
+133
+109% +$29K 0.02% 220
2025
Q1 		$24.7K Hold
122
– – 0.01% 359
2024
Q4 		$25.2K Hold
122
– – 0.01% 406
2024
Q3 		$24.7K Buy
122
+113
+1,256% +$21.9K 0.01% 376
2024
Q2 		$1.75K Hold
9
– – ﹤0.01% 821
2024
Q1 		$1.69K Sell
9
-36
-80% -$6.28K ﹤0.01% 846
2023
Q4 		$7.06K Buy
+45
New +$6.61K 0.01% 501

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Fortitude Family Office's MTUM Position: Q1 2026 in Review

Fortitude Family Office sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2026, closing a stake of 28 shares — an estimated $7.01K sold.

Fortitude Family Office first reported a position in MTUM in Q4 2023 and held it in 9 quarters. The position peaked at $61.3K in Q2 2025. 1,057 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Fortitude Family Office reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Fortitude Family Office sold 28 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $7.01K.
  • Fortitude Family Office first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2023 and held it in 9 quarters.
  • Fortitude Family Office's iShares MSCI USA Momentum Factor ETF position peaked at $61.3K in Q2 2025.
  • 1,057 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.