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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
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

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Founders Financial Securities's MTUM Position: Q4 2025 in Review

Founders Financial Securities sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2025, closing a stake of 3,147 shares — an estimated $807K sold.

Founders Financial Securities first reported a position in MTUM in Q1 2018 and held it in 18 quarters. The position peaked at $19.8M in Q2 2018. 1,049 funds tracked by Wall St. Rank hold MTUM as of Q4 2025.

  • Founders Financial Securities reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Founders Financial Securities sold 3,147 iShares MSCI USA Momentum Factor ETF shares in Q4 2025, an estimated $807K.
  • Founders Financial Securities first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2018 and held it in 18 quarters.
  • Founders Financial Securities's iShares MSCI USA Momentum Factor ETF position peaked at $19.8M in Q2 2018.
  • 1,049 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2025.

Based on Founders Financial Securities's 13F filing for Q4 2025, filed 10 Feb 2026.