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Hershey Financial Advisers’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Hershey Financial Advisers’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 		$534K Buy
2,225
+111
+5% +$27.9K 0.46% 57
2025
Q4 		$529K Buy
+2,114
New +$531K 0.45% 64
2025
Q3 		– Sell
-1,955
Closed -$470K – 92
2025
Q2 		$470K Buy
+1,955
New +$427K 0.42% 60
2024
Q4 		$476K Buy
+2,298
New +$481K 0.42% 56
2024
Q2 		$1.75K Buy
+9
New +$1.68K ﹤0.01% 139

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

Hershey Financial Advisers's MTUM Position: Q1 2026 in Review

Hershey Financial Advisers increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 5.3% in Q1 2026, buying an estimated $27.9K and bringing the position to 2,225 shares worth $534K. The position accounts for 0.46% of the portfolio, ranked #57.

Hershey Financial Advisers first reported a position in MTUM in Q2 2024 and has held it in 5 quarters since. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Hershey Financial Advisers held 2,225 shares of iShares MSCI USA Momentum Factor ETF worth $534K as of Q1 2026.
  • Hershey Financial Advisers bought 111 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $27.9K.
  • iShares MSCI USA Momentum Factor ETF made up 0.46% of Hershey Financial Advisers's portfolio in Q1 2026, its #57 holding.
  • Hershey Financial Advisers first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2024 and has held it in 5 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.