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

Inspire 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 		$1.22M Sell
3,561
-339
-9% -$101K 0.08% 195
2026
Q1 		$936K Buy
+3,900
New +$980K 0.08% 207
2021
Q1 		– Sell
-53
Closed -$9K – 486
2020
Q4 		$9K Buy
+53
New +$8.12K ﹤0.01% 538

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 22.96% 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

Inspire Advisors's MTUM Position: Q2 2026 in Review

Inspire Advisors reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 8.7% in Q2 2026, selling an estimated $101K and leaving 3,561 shares worth $1.22M. The position accounts for 0.08% of the portfolio, ranked #195.

Inspire Advisors first reported a position in MTUM in Q4 2020 and has held it in 3 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Inspire Advisors held 3,561 shares of iShares MSCI USA Momentum Factor ETF worth $1.22M as of Q2 2026.
  • Inspire Advisors sold 339 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $101K.
  • iShares MSCI USA Momentum Factor ETF made up 0.08% of Inspire Advisors's portfolio in Q2 2026, its #195 holding.
  • Inspire Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and has held it in 3 quarters since.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

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