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Harvest Investment Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Harvest Investment 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
Q1 		$234K Sell
975
-94
-9% -$23.6K 0.04% 307
2025
Q4 		$268K Buy
1,069
+246
+30% +$61.8K 0.05% 276
2025
Q3 		$211K Sell
823
-317
-28% -$77.6K 0.04% 297
2025
Q2 		$274K Buy
+1,140
New +$249K 0.06% 262
2020
Q1 		– Sell
-2,952
Closed -$370K – 144
2019
Q4 		$370K Buy
+2,952
New +$358K 0.2% 80

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Harvest Investment Services's MTUM Position: Q1 2026 in Review

Harvest Investment Services reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 8.8% in Q1 2026, selling an estimated $23.6K and leaving 975 shares worth $234K. The position accounts for 0.04% of the portfolio, ranked #307.

Harvest Investment Services first reported a position in MTUM in Q4 2019 and has held it in 5 quarters since. The position peaked at $370K in Q4 2019. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Harvest Investment Services held 975 shares of iShares MSCI USA Momentum Factor ETF worth $234K as of Q1 2026.
  • Harvest Investment Services sold 94 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $23.6K.
  • iShares MSCI USA Momentum Factor ETF made up 0.04% of Harvest Investment Services's portfolio in Q1 2026, its #307 holding.
  • Harvest Investment Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2019 and has held it in 5 quarters since.
  • Harvest Investment Services's iShares MSCI USA Momentum Factor ETF position peaked at $370K in Q4 2019.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.