Insight Advisors
MTUM icon

Insight Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Insight Advisors’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
Q3 		$267K Sell
3,368
-80
-2% -$6.18K 0.05% 202
2026
Q2 		$295K Buy
+3,448
New +$257K 0.05% 193
2026
Q1 		– Sell
-3,516
Closed -$220K – 277
2025
Q4 		$220K Buy
3,516
+4
+0.1% +$251 0.03% 263
2025
Q3 		$226K Sell
3,512
-8
-0.2% -$490 0.03% 260
2025
Q2 		$211K Buy
+3,520
New +$192K 0.03% 268
2023
Q2 		– Sell
-7,140
Closed -$248K – 305
2023
Q1 		$248K Sell
7,140
-1,192
-14% -$42K 0.06% 256
2022
Q4 		$299K Sell
8,332
-280
-3% -$10.2K 0.1% 244
2022
Q3 		$282K Sell
8,612
-712
-8% -$25K 0.11% 222
2022
Q2 		$327K Sell
9,324
-1,848
-17% -$67.8K 0.11% 217
2022
Q1 		$470K Sell
11,172
-1,420
-11% -$58.4K 0.14% 185
2021
Q4 		$572K Sell
12,592
-15,008
-54% -$691K 0.17% 145
2021
Q3 		$1.33M Sell
27,600
-11,324
-29% -$503K 0.4% 63
2021
Q2 		$1.7M Sell
38,924
-5,748
-13% -$243K 0.53% 47
2021
Q1 		$1.92M Sell
44,672
-2,828
-6% -$117K 0.61% 40
2020
Q4 		$1.92M Buy
+47,500
New +$1.82M 0.72% 33

Other funds holding MTUM

State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Insight Advisors's MTUM Position: Q3 2026 in Review

Insight Advisors reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 2.3% in Q3 2026, selling an estimated $6.18K and leaving 3,368 shares worth $267K. The position accounts for 0.05% of the portfolio, ranked #202.

Insight Advisors first reported a position in MTUM in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.92M in Q1 2021. 740 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • Insight Advisors held 3,368 shares of iShares MSCI USA Momentum Factor ETF worth $267K as of Q3 2026.
  • Insight Advisors sold 80 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $6.18K.
  • iShares MSCI USA Momentum Factor ETF made up 0.05% of Insight Advisors's portfolio in Q3 2026, its #202 holding.
  • Insight Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and has held it in 15 quarters since.
  • Insight Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $1.92M in Q1 2021.
  • 740 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.