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Grove Bank & Trust’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Grove Bank & Trust’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
Q3 		$4.13K Buy
+13
New +$4.01K ﹤0.01% 763
2023
Q2 		– Sell
-133
Closed -$18.5K – 700
2023
Q1 		$18.5K Buy
+133
New +$18.8K ﹤0.01% 465

Other funds holding MTUM

AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Grove Bank & Trust's MTUM Position: Q3 2026 in Review

Grove Bank & Trust opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2026: 13 shares worth $4.13K. The stake represents ﹤0.01% of the portfolio and ranks #763 among its holdings. This is a return to the name: Grove Bank & Trust previously reported a position in MTUM as recently as Q1 2023.

Grove Bank & Trust first reported a position in MTUM in Q1 2023 and has held it in 2 quarters since. The position peaked at $18.5K in Q1 2023. 61 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • Grove Bank & Trust held 13 shares of iShares MSCI USA Momentum Factor ETF worth $4.13K as of Q3 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Grove Bank & Trust position in Q3 2026.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #763 holding.
  • Grove Bank & Trust first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2023 and has held it in 2 quarters since.
  • Grove Bank & Trust's iShares MSCI USA Momentum Factor ETF position peaked at $18.5K in Q1 2023.
  • 61 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.