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Global Financial Private Client’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Global Financial Private Client’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 		– Sell
-1,118
Closed -$280K – 242
2025
Q4 		$280K Buy
+1,118
New +$281K 0.1% 197
2025
Q2 		– Sell
-402
Closed -$81.3K – 1090
2025
Q1 		$81.3K Sell
402
-156
-28% -$33.3K 0.03% 284
2024
Q4 		$115K Buy
+558
New +$117K 0.04% 247
2023
Q2 		– Sell
-273
Closed -$38.7K – 695
2023
Q1 		$38.7K Sell
273
-91
-25% -$12.8K 0.02% 304
2022
Q4 		$53.1K Buy
+364
New +$52.8K 0.03% 268
2021
Q3 		– Sell
-1,012
Closed -$176K – 607
2021
Q2 		$176K Buy
1,012
+730
+259% +$124K 0.1% 143
2021
Q1 		$46.1K Buy
+282
New +$46.6K 0.03% 215
2020
Q1 		– Sell
-101
Closed -$12.7K – 545
2019
Q4 		$12.7K Buy
+101
New +$12.3K 0.01% 364

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Global Financial Private Client's MTUM Position: Q1 2026 in Review

Global Financial Private Client sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2026, closing a stake of 1,118 shares — an estimated $280K sold.

Global Financial Private Client first reported a position in MTUM in Q4 2019 and held it in 8 quarters. The position peaked at $280K in Q4 2025. 1,062 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Global Financial Private Client reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Global Financial Private Client sold 1,118 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $280K.
  • Global Financial Private Client first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2019 and held it in 8 quarters.
  • Global Financial Private Client's iShares MSCI USA Momentum Factor ETF position peaked at $280K in Q4 2025.
  • 1,062 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Global Financial Private Client's 13F filing for Q1 2026, filed 20 Apr 2026.