Glenview Trust’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.8M | Sell |
74,224
-524
| -0.7% | -$132K | 0.28% | 75 |
|
|
2025
Q4 | $18.7M | Sell |
74,748
-5,061
| -6% | -$1.27M | 0.29% | 69 |
|
|
2025
Q3 | $20.5M | Sell |
79,809
-2,259
| -3% | -$553K | 0.32% | 69 |
|
|
2025
Q2 | $19.7M | Sell |
82,068
-2,169
| -3% | -$473K | 0.34% | 68 |
|
|
2025
Q1 | $17M | Sell |
84,237
-4,503
| -5% | -$962K | 0.33% | 73 |
|
|
2024
Q4 | $18.4M | Sell |
88,740
-2,300
| -3% | -$482K | 0.34% | 66 |
|
|
2024
Q3 | $18.5M | Sell |
91,040
-2,078
| -2% | -$402K | 0.36% | 70 |
|
|
2024
Q2 | $18.1M | Sell |
93,118
-4,817
| -5% | -$899K | 0.37% | 69 |
|
|
2024
Q1 | $18.3M | Sell |
97,935
-4,765
| -5% | -$832K | 0.39% | 67 |
|
|
2023
Q4 | $16.1M | Sell |
102,700
-16,348
| -14% | -$2.4M | 0.4% | 67 |
|
|
2023
Q3 | $16.6M | Buy |
119,048
+4,172
| +4% | +$602K | 0.46% | 62 |
|
|
2023
Q2 | $16.6M | Buy |
114,876
+2,965
| +3% | +$417K | 0.45% | 63 |
|
|
2023
Q1 | $15.6M | Buy |
111,911
+8,577
| +8% | +$1.21M | 0.47% | 60 |
|
|
2022
Q4 | $15.1M | Buy |
103,334
+496
| +0.5% | +$72K | 0.5% | 62 |
|
|
2022
Q3 | $13.5M | Buy |
102,838
+1,859
| +2% | +$261K | 0.51% | 60 |
|
|
2022
Q2 | $13.8M | Buy |
100,979
+4,945
| +5% | +$726K | 0.51% | 61 |
|
|
2022
Q1 | $16.2M | Buy |
96,034
+2,620
| +3% | +$431K | 0.52% | 59 |
|
|
2021
Q4 | $17M | Buy |
93,414
+3,378
| +4% | +$622K | 0.56% | 55 |
|
|
2021
Q3 | $15.8M | Buy |
90,036
+2,025
| +2% | +$360K | 0.61% | 56 |
|
|
2021
Q2 | $15.3M | Buy |
88,011
+896
| +1% | +$152K | 0.59% | 58 |
|
|
2021
Q1 | $14M | Buy |
87,115
+378
| +0.4% | +$62.5K | 0.6% | 57 |
|
|
2020
Q4 | $14M | Buy |
86,737
+1,165
| +1% | +$179K | 0.65% | 50 |
|
|
2020
Q3 | $12.6M | Buy |
85,572
+1,227
| +1% | +$175K | 0.65% | 48 |
|
|
2020
Q2 | $11M | Buy |
84,345
+23,110
| +38% | +$2.8M | 0.63% | 48 |
|
|
2020
Q1 | $6.52M | Buy |
61,235
+2,850
| +5% | +$352K | 0.45% | 66 |
|
|
2019
Q4 | $7.33M | Buy |
58,385
+14,804
| +34% | +$1.8M | 0.41% | 71 |
|
|
2019
Q3 | $5.2M | Buy |
43,581
+5,786
| +15% | +$697K | 0.31% | 86 |
|
|
2019
Q2 | $4.48M | Buy |
37,795
+5,532
| +17% | +$633K | 0.28% | 94 |
|
|
2019
Q1 | $3.62M | Buy |
32,263
+3,244
| +11% | +$349K | 0.23% | 100 |
|
|
2018
Q4 | $2.91M | Sell |
29,019
-75
| -0.3% | -$8.03K | 0.22% | 108 |
|
|
2018
Q3 | $3.46M | Buy |
29,094
+1,759
| +6% | +$202K | 0.22% | 111 |
|
|
2018
Q2 | $3M | Buy |
27,335
+6,745
| +33% | +$738K | 0.22% | 105 |
|
|
2018
Q1 | $2.18M | Buy |
20,590
+1,232
| +6% | +$134K | 0.15% | 122 |
|
|
2017
Q4 | $2M | Buy |
19,358
+16,293
| +532% | +$1.64M | 0.14% | 127 |
|
|
2017
Q3 | $293K | Buy |
+3,065
| New | +$284K | 0.02% | 285 |
|
Other funds holding MTUM
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BTI
Glenview Trust's MTUM Position: Q1 2026 in Review
Glenview Trust reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.7% in Q1 2026, selling an estimated $132K and leaving 74,224 shares worth $17.8M. The position accounts for 0.28% of the portfolio, ranked #75.
Glenview Trust first reported a position in MTUM in Q3 2017 and has held it in 35 quarters since. The position peaked at $20.5M in Q3 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.
- Glenview Trust held 74,224 shares of iShares MSCI USA Momentum Factor ETF worth $17.8M as of Q1 2026.
- Glenview Trust sold 524 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $132K.
- iShares MSCI USA Momentum Factor ETF made up 0.28% of Glenview Trust's portfolio in Q1 2026, its #75 holding.
- Glenview Trust first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2017 and has held it in 35 quarters since.
- Glenview Trust's iShares MSCI USA Momentum Factor ETF position peaked at $20.5M in Q3 2025.
- 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.
Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.