Front Row Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Front Row Advisors’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	$960	Hold	4	–	–	﹤0.01%	530
2025 Q4	$1K	Hold	4	–	–	﹤0.01%	510
2025 Q3	$1.03K	Hold	4	–	–	﹤0.01%	509
2025 Q2	$961	Hold	4	–	–	﹤0.01%	498
2025 Q1	$809	Hold	4	–	–	﹤0.01%	474
2024 Q4	$828	Hold	4	–	–	﹤0.01%	466
2024 Q3	$811	Hold	4	–	–	﹤0.01%	465
2024 Q2	$779	Hold	4	–	–	﹤0.01%	901
2024 Q1	$749	Hold	4	–	–	﹤0.01%	890
2023 Q4	$628	Hold	4	–	–	﹤0.01%	440
2023 Q3	$573	Sell	4 -31	-89%	-$4.47K	﹤0.01%	883
2023 Q2	$5K	Hold	35	–	–	﹤0.01%	678
2023 Q1	$5K	Hold	35	–	–	﹤0.01%	680
2022 Q4	$5K	Hold	35	–	–	﹤0.01%	646
2022 Q3	$5K	Hold	35	–	–	﹤0.01%	657
2022 Q2	$5K	Hold	35	–	–	﹤0.01%	679
2022 Q1	$6K	Hold	35	–	–	﹤0.01%	675
2021 Q4	$6K	Hold	35	–	–	﹤0.01%	707
2021 Q3	$6K	Hold	35	–	–	﹤0.01%	704
2021 Q2	$6K	Hold	35	–	–	﹤0.01%	702
2021 Q1	$6K	Hold	35	–	–	﹤0.01%	689
2020 Q4	$6K	Hold	35	–	–	﹤0.01%	648
2020 Q3	$5K	Hold	35	–	–	﹤0.01%	692
2020 Q2	$5K	Hold	35	–	–	﹤0.01%	635
2020 Q1	$4K	Buy	35 +31	+775%	+$3.83K	﹤0.01%	674
2019 Q4	$1K	Hold	4	–	–	﹤0.01%	860
2019 Q3	$0	Buy	+4	New	+$482	﹤0.01%	990

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 $8.74B AUM 14.62% 1-Year Est. Return

Front Row Advisors's MTUM Position: Q1 2026 in Review

Front Row Advisors held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q1 2026 at 4 shares worth $960. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Front Row Advisors first reported a position in MTUM in Q3 2019 and has held it in 27 quarters since. The position peaked at $6K in Q1 2022. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

Front Row Advisors held 4 shares of iShares MSCI USA Momentum Factor ETF worth $960 as of Q1 2026.
Front Row Advisors left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Front Row Advisors's portfolio in Q1 2026, its #530 holding.
Front Row Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2019 and has held it in 27 quarters since.
Front Row Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $6K in Q1 2022.
1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Front Row Advisors's 13F filing for Q1 2026, filed 19 May 2026.