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HUB Investment Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

HUB Investment 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 		$219K Buy
+638
New +$190K ﹤0.01% 1160
2025
Q4 		– Sell
-860
Closed -$221K – 1026
2025
Q3 		$221K Buy
+860
New +$211K 0.01% 662

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

HUB Investment Partners's MTUM Position: Q2 2026 in Review

HUB Investment Partners opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 638 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #1160 among its holdings. This is a return to the name: HUB Investment Partners previously reported a position in MTUM as recently as Q3 2025.

HUB Investment Partners first reported a position in MTUM in Q3 2025 and has held it in 2 quarters since. The position peaked at $221K in Q3 2025. 1,211 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • HUB Investment Partners held 638 shares of iShares MSCI USA Momentum Factor ETF worth $219K as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new HUB Investment Partners position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of HUB Investment Partners's portfolio in Q2 2026, its #1160 holding.
  • HUB Investment Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2025 and has held it in 2 quarters since.
  • HUB Investment Partners's iShares MSCI USA Momentum Factor ETF position peaked at $221K in Q3 2025.
  • 1,211 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.