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

Founders Financial Securities’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 		$852K Buy
+2,484
New +$741K 0.04% 319
2025
Q4 		– Sell
-3,147
Closed -$807K – 582
2025
Q3 		$807K Sell
3,147
-540
-15% -$132K 0.05% 279
2025
Q2 		$886K Buy
+3,687
New +$804K 0.07% 259
2024
Q3 		– Sell
-20,460
Closed -$3.99M – 458
2024
Q2 		$3.99M Sell
20,460
-10
-0% -$1.87K 0.38% 60
2024
Q1 		$3.84M Buy
+20,470
New +$3.57M 0.4% 57
2023
Q1 		– Sell
-19,929
Closed -$2.91M – 330
2022
Q4 		$2.91M Buy
+19,929
New +$2.89M 0.46% 53
2022
Q2 		– Sell
-4,921
Closed -$828K – 287
2022
Q1 		$828K Sell
4,921
-17,921
-78% -$2.95M 0.15% 130
2021
Q4 		$4.15M Sell
22,842
-17,432
-43% -$3.21M 0.75% 30
2021
Q3 		$7.07M Buy
40,274
+21,431
+114% +$3.81M 1.42% 14
2021
Q2 		$3.27M Buy
18,843
+14,286
+313% +$2.42M 0.65% 30
2021
Q1 		$733K Sell
4,557
-2,496
-35% -$413K 0.17% 124
2020
Q4 		$1.14M Sell
7,053
-29,569
-81% -$4.53M 0.27% 63
2020
Q3 		$5.4M Buy
36,622
+14,685
+67% +$2.1M 1.72% 16
2020
Q2 		$2.87M Sell
21,937
-11,517
-34% -$1.39M 0.93% 26
2020
Q1 		$3.56M Buy
+33,454
New +$4.13M 1.32% 13
2019
Q3 		– Sell
-44,029
Closed -$5.22M – 140
2019
Q2 		$5.22M Buy
+44,029
New +$5.04M 1.72% 19
2018
Q4 		– Sell
-93,760
Closed -$11.2M – 111
2018
Q3 		$11.2M Sell
93,760
-86,368
-48% -$9.93M 3.1% 12
2018
Q2 		$19.8M Buy
180,128
+9,915
+6% +$1.09M 6.08% 2
2018
Q1 		$18M Buy
+170,213
New +$18.5M 5.83% 3

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 Securities's MTUM Position: Q2 2026 in Review

Founders Financial Securities opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 2,484 shares worth $852K. The stake represents 0.04% of the portfolio and ranks #319 among its holdings. This is a return to the name: Founders Financial Securities previously reported a position in MTUM as recently as Q3 2025.

Founders Financial Securities first reported a position in MTUM in Q1 2018 and has held it in 19 quarters since. The position peaked at $19.8M in Q2 2018. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Founders Financial Securities held 2,484 shares of iShares MSCI USA Momentum Factor ETF worth $852K as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Founders Financial Securities position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.04% of Founders Financial Securities's portfolio in Q2 2026, its #319 holding.
  • Founders Financial Securities first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2018 and has held it in 19 quarters since.
  • Founders Financial Securities's iShares MSCI USA Momentum Factor ETF position peaked at $19.8M in Q2 2018.
  • 1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.