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Freedom Investment Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Freedom Investment Management’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 		$502K Buy
1,465
+630
+75% +$188K 0.14% 54
2026
Q1 		$200K Sell
835
-66
-7% -$16.6K 0.06% 106
2025
Q4 		$226K Buy
901
+106
+13% +$26.6K 0.07% 109
2025
Q3 		$204K Sell
795
-2,996
-79% -$734K 0.05% 140
2025
Q2 		$911K Buy
3,791
+583
+18% +$127K 0.07% 278
2025
Q1 		$648K Buy
3,208
+665
+26% +$142K 0.05% 351
2024
Q4 		$526K Buy
2,543
+684
+37% +$143K 0.04% 415
2024
Q3 		$377K Buy
1,859
+16
+0.9% +$3.1K 0.03% 522
2024
Q2 		$359K Sell
1,843
-308
-14% -$57.5K 0.03% 518
2024
Q1 		$403K Buy
2,151
+570
+36% +$99.5K 0.03% 501
2023
Q4 		$248K Buy
+1,581
New +$232K 0.02% 654
2022
Q2 		– Sell
-1,680
Closed -$283K – 805
2022
Q1 		$283K Sell
1,680
-646
-28% -$106K 0.03% 628
2021
Q4 		$423K Buy
2,326
+838
+56% +$154K 0.03% 580
2021
Q3 		$261K Buy
1,488
+135
+10% +$24K 0.02% 670
2021
Q2 		$235K Buy
+1,353
New +$229K 0.02% 776

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 22.9% 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
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 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
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Freedom Investment Management's MTUM Position: Q2 2026 in Review

Freedom Investment Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 75% in Q2 2026, buying an estimated $188K and bringing the position to 1,465 shares worth $502K. The position accounts for 0.14% of the portfolio, ranked #54.

Freedom Investment Management first reported a position in MTUM in Q2 2021 and has held it in 15 quarters since. The position peaked at $911K in Q2 2025. 1,211 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Freedom Investment Management held 1,465 shares of iShares MSCI USA Momentum Factor ETF worth $502K as of Q2 2026.
  • Freedom Investment Management bought 630 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $188K.
  • iShares MSCI USA Momentum Factor ETF made up 0.14% of Freedom Investment Management's portfolio in Q2 2026, its #54 holding.
  • Freedom Investment Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2021 and has held it in 15 quarters since.
  • Freedom Investment Management's iShares MSCI USA Momentum Factor ETF position peaked at $911K in Q2 2025.
  • 1,211 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.