HFS
MTUM icon

Hantz Financial Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Hantz Financial Services’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 		$4.79M Buy
13,972
+13,594
+3,596% +$4.06M 0.06% 196
2026
Q1 		$91K Buy
378
+83
+28% +$20.9K ﹤0.01% 1322
2025
Q4 		$74K Buy
295
+23
+8% +$5.78K ﹤0.01% 1263
2025
Q3 		$70K Hold
272
– – ﹤0.01% 1109
2025
Q2 		$65K Buy
+272
New +$59.3K ﹤0.01% 875

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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

Hantz Financial Services's MTUM Position: Q2 2026 in Review

Hantz Financial Services increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 3,596% in Q2 2026, buying an estimated $4.06M and bringing the position to 13,972 shares worth $4.79M. The position accounts for 0.06% of the portfolio, ranked #196.

Hantz Financial Services first reported a position in MTUM in Q2 2025 and has held it in 5 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Hantz Financial Services held 13,972 shares of iShares MSCI USA Momentum Factor ETF worth $4.79M as of Q2 2026.
  • Hantz Financial Services bought 13,594 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $4.06M.
  • iShares MSCI USA Momentum Factor ETF made up 0.06% of Hantz Financial Services's portfolio in Q2 2026, its #196 holding.
  • Hantz Financial Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.