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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
Q1 		– Sell
-879
Closed -$220K – 277
2025
Q4 		$220K Buy
879
+1
+0.1% +$251 0.03% 263
2025
Q3 		$226K Sell
878
-2
-0.2% -$490 0.03% 260
2025
Q2 		$211K Buy
+880
New +$192K 0.03% 268
2023
Q2 		– Sell
-1,785
Closed -$248K – 305
2023
Q1 		$248K Sell
1,785
-298
-14% -$42K 0.06% 256
2022
Q4 		$299K Sell
2,083
-70
-3% -$10.2K 0.1% 244
2022
Q3 		$282K Sell
2,153
-178
-8% -$25K 0.11% 222
2022
Q2 		$327K Sell
2,331
-462
-17% -$67.8K 0.11% 217
2022
Q1 		$470K Sell
2,793
-355
-11% -$58.4K 0.14% 185
2021
Q4 		$572K Sell
3,148
-3,752
-54% -$691K 0.17% 145
2021
Q3 		$1.33M Sell
6,900
-2,831
-29% -$503K 0.4% 63
2021
Q2 		$1.7M Sell
9,731
-1,437
-13% -$243K 0.53% 47
2021
Q1 		$1.92M Sell
11,168
-707
-6% -$117K 0.61% 40
2020
Q4 		$1.92M Buy
+11,875
New +$1.82M 0.72% 33

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Insight Advisors's MTUM Position: Q1 2026 in Review

Insight Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2026, closing a stake of 879 shares — an estimated $220K sold.

Insight Advisors first reported a position in MTUM in Q4 2020 and held it in 13 quarters. The position peaked at $1.92M in Q1 2021. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Insight Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Insight Advisors sold 879 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $220K.
  • Insight Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and held it in 13 quarters.
  • Insight Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $1.92M in Q1 2021.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.