IIM
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IFC & Insurance Marketing’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-59
Closed -$15K – 467
2025
Q4 		$15K Buy
+59
New +$14.8K 0.01% 326

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Fidelity Investments
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LPL Financial
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

IFC & Insurance Marketing's MTUM Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2026, closing a stake of 59 shares — an estimated $15K sold.

IFC & Insurance Marketing first reported a position in MTUM in Q4 2025 and held it in 1 quarter. The position peaked at $15K in Q4 2025. 1,057 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 59 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $15K.
  • IFC & Insurance Marketing first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's iShares MSCI USA Momentum Factor ETF position peaked at $15K in Q4 2025.
  • 1,057 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.