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FWG Investments’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

FWG Investments’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 		$820K Buy
3,416
+461
+16% +$116K 0.52% 52
2025
Q4 		$740K Buy
2,955
+1,042
+54% +$262K 0.47% 57
2025
Q3 		$491K Buy
1,913
+316
+20% +$77.4K 0.34% 68
2025
Q2 		$384K Buy
+1,597
New +$348K 0.29% 71
2025
Q1 		– Sell
-1,960
Closed -$406K – 93
2024
Q4 		$406K Buy
+1,960
New +$411K 0.32% 77

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

FWG Investments's MTUM Position: Q1 2026 in Review

FWG Investments increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 16% in Q1 2026, buying an estimated $116K and bringing the position to 3,416 shares worth $820K. The position accounts for 0.52% of the portfolio, ranked #52.

FWG Investments first reported a position in MTUM in Q4 2024 and has held it in 5 quarters since. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • FWG Investments held 3,416 shares of iShares MSCI USA Momentum Factor ETF worth $820K as of Q1 2026.
  • FWG Investments bought 461 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $116K.
  • iShares MSCI USA Momentum Factor ETF made up 0.52% of FWG Investments's portfolio in Q1 2026, its #52 holding.
  • FWG Investments first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 5 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.