HIF
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Hill Island Financial’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Hill Island Financial’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
2025
Q1 		– Sell
-1,182
Closed -$245K – 69
2024
Q4 		$245K Sell
1,182
-98
-8% -$20.5K 0.07% 65
2024
Q3 		$259K Buy
1,280
+3
+0.2% +$581 0.08% 59
2024
Q2 		$249K Buy
1,277
+1
+0.1% +$187 0.08% 58
2024
Q1 		$239K Sell
1,276
-109
-8% -$19K 0.08% 60
2023
Q4 		$217K Buy
+1,385
New +$203K 0.07% 70
2023
Q3 		– Sell
-1,608
Closed -$232K – 56
2023
Q2 		$232K Buy
1,608
+1
+0.1% +$141 0.09% 52
2023
Q1 		$225K Buy
1,607
+3
+0.2% +$423 0.09% 51
2022
Q4 		$234K Buy
1,604
+5
+0.3% +$725 0.1% 55
2022
Q3 		$210K Buy
1,599
+7
+0.4% +$982 0.1% 46
2022
Q2 		$217K Buy
1,592
+5
+0.3% +$734 0.1% 44
2022
Q1 		$267K Sell
1,587
-329
-17% -$54.1K 0.1% 46
2021
Q4 		$348K Buy
+1,916
New +$353K 0.12% 44

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Hill Island Financial's MTUM Position: Q1 2025 in Review

Hill Island Financial sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2025, closing a stake of 1,182 shares — an estimated $245K sold.

Hill Island Financial first reported a position in MTUM in Q4 2021 and held it in 12 quarters. The position peaked at $348K in Q4 2021. 880 funds tracked by Wall St. Rank hold MTUM as of Q1 2025.

  • Hill Island Financial reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Hill Island Financial sold 1,182 iShares MSCI USA Momentum Factor ETF shares in Q1 2025, an estimated $245K.
  • Hill Island Financial first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2021 and held it in 12 quarters.
  • Hill Island Financial's iShares MSCI USA Momentum Factor ETF position peaked at $348K in Q4 2021.
  • 880 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2025.

Based on Hill Island Financial's 13F filing for Q1 2025, filed 22 Apr 2025.