HighTower Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $36.1M | Buy |
421,712
+12,880
| +3% | +$961K | 0.03% | 470 |
|
|
2026
Q1 | $24.5M | Buy |
408,832
+265,732
| +186% | +$16.7M | 0.03% | 548 |
|
|
2025
Q4 | $8.95M | Buy |
143,100
+820
| +0.6% | +$51.5K | 0.01% | 905 |
|
|
2025
Q3 | $9.12M | Sell |
142,280
-43,252
| -23% | -$2.65M | 0.01% | 887 |
|
|
2025
Q2 | $11.1M | Buy |
185,532
+48,264
| +35% | +$2.63M | 0.01% | 755 |
|
|
2025
Q1 | $6.94M | Sell |
137,268
-22,084
| -14% | -$1.18M | 0.01% | 916 |
|
|
2024
Q4 | $8.24M | Sell |
159,352
-6,728
| -4% | -$352K | 0.01% | 827 |
|
|
2024
Q3 | $8.42M | Sell |
166,080
-10,280
| -6% | -$498K | 0.01% | 815 |
|
|
2024
Q2 | $8.58M | Buy |
176,360
+7,620
| +5% | +$355K | 0.01% | 780 |
|
|
2024
Q1 | $7.89M | Sell |
168,740
-1,056
| -0.6% | -$46.1K | 0.01% | 783 |
|
|
2023
Q4 | $6.66M | Sell |
169,796
-5,416
| -3% | -$199K | 0.01% | 852 |
|
|
2023
Q3 | $6.12M | Sell |
175,212
-74,492
| -30% | -$2.69M | 0.01% | 841 |
|
|
2023
Q2 | $9M | Sell |
249,704
-49,172
| -16% | -$1.73M | 0.02% | 679 |
|
|
2023
Q1 | $10.4M | Sell |
298,876
-58,376
| -16% | -$2.06M | 0.02% | 616 |
|
|
2022
Q4 | $13M | Buy |
357,252
+4,912
| +1% | +$178K | 0.03% | 523 |
|
|
2022
Q3 | $11.5M | Sell |
352,340
-27,300
| -7% | -$957K | 0.03% | 512 |
|
|
2022
Q2 | $12.9M | Sell |
379,640
-111,624
| -23% | -$4.1M | 0.03% | 482 |
|
|
2022
Q1 | $20.7M | Sell |
491,264
-83,156
| -14% | -$3.42M | 0.05% | 365 |
|
|
2021
Q4 | $26.1M | Sell |
574,420
-91,744
| -14% | -$4.23M | 0.06% | 322 |
|
|
2021
Q3 | $29.3M | Buy |
666,164
+83,812
| +14% | +$3.72M | 0.08% | 263 |
|
|
2021
Q2 | $25.3M | Buy |
582,352
+2,032
| +0.4% | +$86K | 0.07% | 270 |
|
|
2021
Q1 | $23.3M | Buy |
580,320
+28,344
| +5% | +$1.17M | 0.07% | 277 |
|
|
2020
Q4 | $22.2M | Sell |
551,976
-121,688
| -18% | -$4.66M | 0.09% | 224 |
|
|
2020
Q3 | $24.8M | Buy |
673,664
+57,892
| +9% | +$2.07M | 0.12% | 182 |
|
|
2020
Q2 | $20.2M | Buy |
615,772
+28,176
| +5% | +$853K | 0.11% | 188 |
|
|
2020
Q1 | $15.6M | Sell |
587,596
-28,652
| -5% | -$885K | 0.1% | 203 |
|
|
2019
Q4 | $19.4M | Buy |
616,248
+6,360
| +1% | +$193K | 0.11% | 200 |
|
|
2019
Q3 | $18.2M | Sell |
609,888
-23,652
| -4% | -$713K | 0.1% | 207 |
|
|
2019
Q2 | $18.8M | Buy |
633,540
+27,436
| +5% | +$785K | 0.11% | 196 |
|
|
2019
Q1 | $17M | Sell |
606,104
-1,840
| -0.3% | -$49.4K | 0.11% | 194 |
|
|
2018
Q4 | $15.2M | Buy |
607,944
+159,044
| +35% | +$4.26M | 0.12% | 184 |
|
|
2018
Q3 | $13.3M | Sell |
448,900
-88,364
| -16% | -$2.54M | 0.1% | 230 |
|
|
2018
Q2 | $14.7M | Buy |
537,264
+108,912
| +25% | +$2.98M | 0.12% | 198 |
|
|
2018
Q1 | $11.3M | Buy |
428,352
+4,680
| +1% | +$128K | 0.1% | 234 |
|
|
2017
Q4 | $10.9M | Buy |
423,672
+2,184
| +0.5% | +$55K | 0.09% | 243 |
|
|
2017
Q3 | $10.1M | Sell |
421,488
-31,452
| -7% | -$727K | 0.09% | 247 |
|
|
2017
Q2 | $10.1M | Buy |
452,940
+282,196
| +165% | +$6.11M | 0.09% | 245 |
|
|
2017
Q1 | $3.53M | Buy |
170,744
+25,588
| +18% | +$512K | 0.03% | 557 |
|
|
2016
Q4 | $2.75M | Buy |
+145,156
| New | +$2.75M | 0.03% | 593 |
|
|
2015
Q4 | – | Sell |
-1,301,104
| Closed | -$22.2M | – | 2105 |
|
|
2015
Q3 | $22.2M | Buy |
+1,301,104
| New | +$23.3M | 0.29% | 77 |
|
Other funds holding MTUM
HighTower Advisors's MTUM Position: Q2 2026 in Review
HighTower Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 3.2% in Q2 2026, buying an estimated $961K and bringing the position to 421,712 shares worth $36.1M. The position accounts for 0.03% of the portfolio, ranked #470.
HighTower Advisors first reported a position in MTUM in Q3 2015 and has held it in 40 quarters since. 1,215 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.
- HighTower Advisors held 421,712 shares of iShares MSCI USA Momentum Factor ETF worth $36.1M as of Q2 2026.
- HighTower Advisors bought 12,880 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $961K.
- iShares MSCI USA Momentum Factor ETF made up 0.03% of HighTower Advisors's portfolio in Q2 2026, its #470 holding.
- HighTower Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2015 and has held it in 40 quarters since.
- 1,215 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.
Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.