Hancock Whitney’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Hancock Whitney’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	$2.04M	Hold	5,940	–	–	0.03%	321
2026 Q1	$1.69M	Hold	5,940	–	–	0.03%	344
2025 Q4	$1.49M	Hold	5,940	–	–	0.03%	346
2025 Q3	$1.52M	Hold	5,940	–	–	0.03%	346
2025 Q2	$1.43M	Hold	5,940	–	–	0.03%	349
2025 Q1	$1.2M	Hold	5,940	–	–	0.04%	281
2024 Q4	$1.23M	Hold	5,940	–	–	0.04%	286
2024 Q3	$1.2M	Hold	5,940	–	–	0.04%	286
2024 Q2	$1.16M	Sell	5,940 -1,300	-18%	-$243K	0.04%	274
2024 Q1	$1.36M	Hold	7,240	–	–	0.05%	256
2023 Q4	$1.14M	Buy	+7,240	New	+$1.06M	0.04%	288

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

Hancock Whitney's MTUM Position: Q2 2026 in Review

Hancock Whitney held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 5,940 shares worth $2.04M. The position accounts for 0.03% of the portfolio, ranked #321.

Hancock Whitney first reported a position in MTUM in Q4 2023 and has held it in 11 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Hancock Whitney held 5,940 shares of iShares MSCI USA Momentum Factor ETF worth $2.04M as of Q2 2026.
Hancock Whitney left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.03% of Hancock Whitney's portfolio in Q2 2026, its #321 holding.
Hancock Whitney first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2023 and has held it in 11 quarters since.
1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Hancock Whitney's 13F filing for Q2 2026, filed 14 Aug 2026.