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Golden State Equity Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Golden State Equity Partners’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 		$3.08M Buy
12,833
+7,374
+135% +$1.85M 0.23% 91
2025
Q4 		$1.37M Buy
5,459
+1,639
+43% +$412K 0.22% 103
2025
Q3 		$980K Buy
3,820
+598
+19% +$146K 0.17% 152
2025
Q2 		$774K Buy
3,222
+489
+18% +$107K 0.14% 174
2025
Q1 		$552K Buy
2,733
+151
+6% +$32.3K 0.11% 229
2024
Q4 		$534K Buy
2,582
+178
+7% +$37.3K 0.1% 220
2024
Q3 		$487K Sell
2,404
-469
-16% -$90.8K 0.26% 93
2024
Q2 		$560K Buy
+2,873
New +$536K 0.12% 191
2023
Q4 		$351K Sell
2,240
-516
-19% -$75.7K 0.09% 246
2023
Q3 		$385K Buy
2,756
+868
+46% +$125K 0.11% 201
2023
Q2 		$272K Buy
+1,888
New +$265K 0.08% 298
2021
Q3 		– Sell
-3,575
Closed -$620K – 262
2021
Q2 		$620K Buy
+3,575
New +$606K 0.24% 106

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

Golden State Equity Partners's MTUM Position: Q1 2026 in Review

Golden State Equity Partners increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 135% in Q1 2026, buying an estimated $1.85M and bringing the position to 12,833 shares worth $3.08M. The position accounts for 0.23% of the portfolio, ranked #91.

Golden State Equity Partners first reported a position in MTUM in Q2 2021 and has held it in 12 quarters since. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Golden State Equity Partners held 12,833 shares of iShares MSCI USA Momentum Factor ETF worth $3.08M as of Q1 2026.
  • Golden State Equity Partners bought 7,374 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $1.85M.
  • iShares MSCI USA Momentum Factor ETF made up 0.23% of Golden State Equity Partners's portfolio in Q1 2026, its #91 holding.
  • Golden State Equity Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2021 and has held it in 12 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.