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Foster Dykema Cabot & Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Foster Dykema Cabot & Partners’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 		$19.5K Hold
81
– – ﹤0.01% 232
2025
Q4 		$20.3K Sell
81
-18
-18% -$4.52K ﹤0.01% 241
2025
Q3 		$25.4K Buy
99
+18
+22% +$4.41K ﹤0.01% 278
2025
Q2 		$19.5K Sell
81
-19
-19% -$4.14K ﹤0.01% 256
2025
Q1 		$20.2K Sell
100
-23
-19% -$4.92K ﹤0.01% 249
2024
Q4 		$25.5K Sell
123
-44
-26% -$9.22K ﹤0.01% 246
2024
Q3 		$33.9K Hold
167
– – ﹤0.01% 259
2024
Q2 		$32.5K Sell
167
-177
-51% -$33K ﹤0.01% 196
2024
Q1 		$64.4K Hold
344
– – 0.01% 167
2023
Q4 		$54K Buy
+344
New +$50.5K 0.01% 149

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

Foster Dykema Cabot & Partners's MTUM Position: Q1 2026 in Review

Foster Dykema Cabot & Partners held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q1 2026 at 81 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

Foster Dykema Cabot & Partners first reported a position in MTUM in Q4 2023 and has held it in 10 quarters since. The position peaked at $64.4K in Q1 2024. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Foster Dykema Cabot & Partners held 81 shares of iShares MSCI USA Momentum Factor ETF worth $19.5K as of Q1 2026.
  • Foster Dykema Cabot & Partners left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #232 holding.
  • Foster Dykema Cabot & Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2023 and has held it in 10 quarters since.
  • Foster Dykema Cabot & Partners's iShares MSCI USA Momentum Factor ETF position peaked at $64.4K in Q1 2024.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.