FFA
MTUM icon

Founders Financial Alliance’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Founders Financial Alliance’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 		$5.94M Buy
17,340
+16,587
+2,203% +$4.95M 0.79% 28
2026
Q1 		$181K Buy
753
+368
+96% +$92.5K 0.03% 402
2025
Q4 		$96.3K Sell
385
-450
-54% -$113K 0.02% 394
2025
Q3 		$214K Buy
835
+471
+129% +$115K 0.04% 366
2025
Q2 		$87.4K Sell
364
-379
-51% -$82.7K 0.02% 356
2025
Q1 		$150K Buy
743
+206
+38% +$44K 0.04% 360
2024
Q4 		$111K Buy
537
+1
+0.2% +$210 0.03% 313
2024
Q3 		$109K Sell
536
-11
-2% -$2.13K 0.03% 322
2024
Q2 		$107K Sell
547
-33
-6% -$6.16K 0.03% 315
2024
Q1 		$109K Buy
580
+128
+28% +$22.3K 0.03% 315
2023
Q4 		$70.9K Sell
452
-5
-1% -$734 0.03% 315
2023
Q3 		$63.8K Hold
457
– – 0.03% 302
2023
Q2 		$65.9K Buy
457
+19
+4% +$2.67K 0.03% 320
2023
Q1 		$60.9K Sell
438
-100
-19% -$14.1K 0.03% 289
2022
Q4 		$78.4K Buy
538
+85
+19% +$12.3K 0.04% 287
2022
Q3 		$59K Hold
453
– – 0.03% 302
2022
Q2 		$62K Hold
453
– – 0.03% 312
2022
Q1 		$76K Sell
453
-24
-5% -$3.95K 0.03% 283
2021
Q4 		$87K Sell
477
-208
-30% -$38.3K 0.04% 311
2021
Q3 		$120K Buy
685
+139
+25% +$24.7K 0.06% 265
2021
Q2 		$96K Buy
546
+28
+5% +$4.74K 0.04% 298
2021
Q1 		$83K Buy
518
+164
+46% +$27.1K 0.04% 289
2020
Q4 		$56K Hold
354
– – 0.03% 287
2020
Q3 		$53K Buy
+354
New +$50.6K 0.03% 364

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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

Founders Financial Alliance's MTUM Position: Q2 2026 in Review

Founders Financial Alliance increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 2,203% in Q2 2026, buying an estimated $4.95M and bringing the position to 17,340 shares worth $5.94M. The position accounts for 0.79% of the portfolio, ranked #28.

Founders Financial Alliance first reported a position in MTUM in Q3 2020 and has held it in 24 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Founders Financial Alliance held 17,340 shares of iShares MSCI USA Momentum Factor ETF worth $5.94M as of Q2 2026.
  • Founders Financial Alliance bought 16,587 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $4.95M.
  • iShares MSCI USA Momentum Factor ETF made up 0.79% of Founders Financial Alliance's portfolio in Q2 2026, its #28 holding.
  • Founders Financial Alliance first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.