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Galvin Gaustad & Stein’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Galvin Gaustad & Stein’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 		$1.45M Buy
6,041
+2,781
+85% +$699K 0.12% 104
2025
Q4 		$816K Buy
+3,260
New +$818K 0.06% 137

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

Galvin Gaustad & Stein's MTUM Position: Q1 2026 in Review

Galvin Gaustad & Stein increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 85% in Q1 2026, buying an estimated $699K and bringing the position to 6,041 shares worth $1.45M. The position accounts for 0.12% of the portfolio, ranked #104.

Galvin Gaustad & Stein first reported a position in MTUM in Q4 2025 and has held it in 2 quarters since. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Galvin Gaustad & Stein held 6,041 shares of iShares MSCI USA Momentum Factor ETF worth $1.45M as of Q1 2026.
  • Galvin Gaustad & Stein bought 2,781 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $699K.
  • iShares MSCI USA Momentum Factor ETF made up 0.12% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #104 holding.
  • Galvin Gaustad & Stein first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.