Interchange Capital Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Interchange Capital Partners’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	$550K	Sell	6,936 -7,532	-52%	-$581K	0.09%	190
2026 Q2	$1.24M	Buy	14,468 +112	+0.8%	+$8.36K	0.23%	101
2026 Q1	$734K	Sell	14,356 -4,740	-25%	-$298K	0.23%	101
2025 Q4	$1.19M	Buy	19,096 +6,652	+53%	+$418K	0.22%	97
2025 Q3	$798K	Sell	12,444 -140	-1%	-$8.57K	0.16%	122
2025 Q2	$753K	Sell	12,584 -984	-7%	-$53.7K	0.17%	111
2025 Q1	$686K	Sell	13,568 -116	-0.8%	-$6.2K	0.19%	106
2024 Q4	$708K	Buy	+13,684	New	+$717K	0.26%	103
2023 Q1	–	Sell	-8,688	Closed	-$317K	–	229
2022 Q4	$317K	Buy	+8,688	New	+$315K	0.32%	74

Other funds holding MTUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Interchange Capital Partners's MTUM Position: Q3 2026 in Review

Interchange Capital Partners reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 52% in Q3 2026, selling an estimated $581K and leaving 6,936 shares worth $550K. The position accounts for 0.09% of the portfolio, ranked #190.

Interchange Capital Partners first reported a position in MTUM in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.24M in Q2 2026. 802 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

Interchange Capital Partners held 6,936 shares of iShares MSCI USA Momentum Factor ETF worth $550K as of Q3 2026.
Interchange Capital Partners sold 7,532 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $581K.
iShares MSCI USA Momentum Factor ETF made up 0.09% of Interchange Capital Partners's portfolio in Q3 2026, its #190 holding.
Interchange Capital Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and has held it in 9 quarters since.
Interchange Capital Partners's iShares MSCI USA Momentum Factor ETF position peaked at $1.24M in Q2 2026.
802 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Interchange Capital Partners's 13F filing for Q3 2026, filed 28 Oct 2026.