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 Q2	$295K	Buy	+862	New	+$257K	0.05%	193
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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Insight Advisors's MTUM Position: Q2 2026 in Review

Insight Advisors opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 862 shares worth $295K. The stake represents 0.05% of the portfolio and ranks #193 among its holdings. This is a return to the name: Insight Advisors previously reported a position in MTUM as recently as Q4 2025.

Insight Advisors first reported a position in MTUM in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.92M in Q1 2021. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Insight Advisors held 862 shares of iShares MSCI USA Momentum Factor ETF worth $295K as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new Insight Advisors position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.05% of Insight Advisors's portfolio in Q2 2026, its #193 holding.
Insight Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and has held it in 14 quarters since.
Insight Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $1.92M in Q1 2021.
1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.