HHCP
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Hilton Head Capital Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Hilton Head Capital Partners’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 		– Sell
-5
Closed -$1.2K – 987
2026
Q1 		$1.2K Hold
5
– – ﹤0.01% 855
2025
Q4 		$1.25K Buy
+5
New +$1.25K ﹤0.01% 804

Other funds holding MTUM

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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

Hilton Head Capital Partners's MTUM Position: Q2 2026 in Review

Hilton Head Capital Partners sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026, closing a stake of 5 shares — an estimated $1.2K sold.

Hilton Head Capital Partners first reported a position in MTUM in Q4 2025 and held it in 2 quarters. The position peaked at $1.25K in Q4 2025. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Hilton Head Capital Partners reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Hilton Head Capital Partners sold 5 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $1.2K.
  • Hilton Head Capital Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2025 and held it in 2 quarters.
  • Hilton Head Capital Partners's iShares MSCI USA Momentum Factor ETF position peaked at $1.25K in Q4 2025.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.