GSG Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

GSG Advisors’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 Q2	$1.27M	Buy	3,705 +4	+0.1%	+$1.19K	0.28%	52
2026 Q1	$888K	Buy	3,701 +4	+0.1%	+$1K	0.23%	57
2025 Q4	$925K	Buy	3,697 +10	+0.3%	+$2.51K	0.24%	53
2025 Q3	$944K	Buy	3,687 +8	+0.2%	+$1.96K	0.25%	53
2025 Q2	$884K	Buy	3,679 +8	+0.2%	+$1.75K	0.26%	51
2025 Q1	$733K	Buy	3,671 +9	+0.2%	+$1.92K	0.24%	51
2024 Q4	$758K	Buy	3,662 +13	+0.4%	+$2.72K	0.24%	51
2024 Q3	$736K	Buy	3,649 +8	+0.2%	+$1.55K	0.24%	51
2024 Q2	$711K	Buy	3,641 +4	+0.1%	+$746	0.25%	51
2024 Q1	$683K	Buy	3,637 +3	+0.1%	+$524	0.25%	50
2023 Q4	$555K	Sell	3,634 -240	-6%	-$35.2K	0.21%	59
2023 Q3	$541K	Buy	+3,874	New	+$559K	0.26%	45

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

GSG Advisors's MTUM Position: Q2 2026 in Review

GSG Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.11% in Q2 2026, buying an estimated $1.19K and bringing the position to 3,705 shares worth $1.27M. The position accounts for 0.28% of the portfolio, ranked #52.

GSG Advisors first reported a position in MTUM in Q3 2023 and has held it in 12 quarters since. 1,208 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

GSG Advisors held 3,705 shares of iShares MSCI USA Momentum Factor ETF worth $1.27M as of Q2 2026.
GSG Advisors bought 4 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $1.19K.
iShares MSCI USA Momentum Factor ETF made up 0.28% of GSG Advisors's portfolio in Q2 2026, its #52 holding.
GSG Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2023 and has held it in 12 quarters since.
1,208 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on GSG Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.