Goldman Sachs
MTUM icon

Goldman Sachs’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Goldman Sachs’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
2025
Q1 		– Sell
-100,500
Closed -$20.8M – 6301
2024
Q4 		$20.8M Buy
+100,500
New +$21.1M ﹤0.01% 2102
2024
Q2 		– Sell
-380,700
Closed -$71.3M – 5838
2024
Q1 		$71.3M Buy
+380,700
New +$66.4M 0.01% 961

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 $8.74B AUM 14.62% 1-Year Est. Return

Goldman Sachs's MTUM Position: Q1 2026 in Review

Goldman Sachs reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 3.3% in Q1 2026, selling an estimated $3.09M and leaving 357,531 shares worth $85.8M. The position accounts for 0.01% of the portfolio, ranked #1136.

Goldman Sachs first reported a position in MTUM in Q4 2013 and has held it in 44 quarters since. The position peaked at $235M in Q4 2024. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Goldman Sachs held 357,531 shares of iShares MSCI USA Momentum Factor ETF worth $85.8M as of Q1 2026.
  • Goldman Sachs sold 12,305 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $3.09M.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Goldman Sachs's portfolio in Q1 2026, its #1136 holding.
  • Goldman Sachs first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2013 and has held it in 44 quarters since.
  • Goldman Sachs's iShares MSCI USA Momentum Factor ETF position peaked at $235M in Q4 2024.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.