Halbert Hargrove Global Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Halbert Hargrove Global 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	$62.8K	Hold	183	–	–	﹤0.01%	198
2026 Q1	$44K	Buy	183 +22	+14%	+$5.53K	﹤0.01%	202
2025 Q4	$40.3K	Hold	161	–	–	﹤0.01%	209
2025 Q3	$41.3K	Hold	161	–	–	﹤0.01%	202
2025 Q2	$38.7K	Hold	161	–	–	﹤0.01%	157
2025 Q1	$32.5K	Buy	+161	New	+$34.4K	﹤0.01%	171

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

Halbert Hargrove Global Advisors's MTUM Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 183 shares worth $62.8K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

Halbert Hargrove Global Advisors first reported a position in MTUM in Q1 2025 and has held it in 6 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Halbert Hargrove Global Advisors held 183 shares of iShares MSCI USA Momentum Factor ETF worth $62.8K as of Q2 2026.
Halbert Hargrove Global Advisors left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #198 holding.
Halbert Hargrove Global Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2025 and has held it in 6 quarters since.
1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.