FourThought Financial Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

FourThought Financial 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	$253K	Hold	1,056	–	–	0.02%	302
2025 Q4	$264K	Hold	1,056	–	–	0.02%	362
2025 Q3	$271K	Sell	1,056 -24	-2%	-$5.88K	0.02%	386
2025 Q2	$260K	Buy	1,080 +25	+2%	+$5.45K	0.03%	253
2025 Q1	$213K	Buy	1,055 +1	+0.1%	+$214	0.02%	297
2024 Q4	$218K	Hold	1,054	–	–	0.02%	292
2024 Q3	$214K	Buy	1,054 +1	+0.1%	+$194	0.03%	168
2024 Q2	$205K	Buy	+1,053	New	+$196K	0.03%	176
2023 Q3	–	Sell	-3,168	Closed	-$457K	–	324
2023 Q2	$457K	Sell	3,168 -14,005	-82%	-$1.97M	0.06%	203
2023 Q1	$2.39M	Sell	17,173 -51	-0.3%	-$7.2K	0.33%	78
2022 Q4	$2.51M	Buy	+17,224	New	+$2.5M	0.36%	75

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 $9.54B AUM 19.86% 1-Year Est. Return

FourThought Financial Partners's MTUM Position: Q1 2026 in Review

FourThought Financial Partners held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q1 2026 at 1,056 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #302.

FourThought Financial Partners first reported a position in MTUM in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.51M in Q4 2022. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

FourThought Financial Partners held 1,056 shares of iShares MSCI USA Momentum Factor ETF worth $253K as of Q1 2026.
FourThought Financial Partners left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Momentum Factor ETF made up 0.02% of FourThought Financial Partners's portfolio in Q1 2026, its #302 holding.
FourThought Financial Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and has held it in 11 quarters since.
FourThought Financial Partners's iShares MSCI USA Momentum Factor ETF position peaked at $2.51M in Q4 2022.
1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.