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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
Q1 		$734K Sell
3,589
-1,185
-25% -$298K 0.23% 101
2025
Q4 		$1.19M Buy
4,774
+1,663
+53% +$418K 0.22% 97
2025
Q3 		$798K Sell
3,111
-35
-1% -$8.57K 0.16% 122
2025
Q2 		$753K Sell
3,146
-246
-7% -$53.7K 0.17% 111
2025
Q1 		$686K Sell
3,392
-29
-0.8% -$6.2K 0.19% 106
2024
Q4 		$708K Buy
+3,421
New +$717K 0.26% 103
2023
Q1 		– Sell
-2,172
Closed -$317K – 229
2022
Q4 		$317K Buy
+2,172
New +$315K 0.32% 74

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

Interchange Capital Partners's MTUM Position: Q1 2026 in Review

Interchange Capital Partners reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 25% in Q1 2026, selling an estimated $298K and leaving 3,589 shares worth $734K. The position accounts for 0.23% of the portfolio, ranked #101.

Interchange Capital Partners first reported a position in MTUM in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.19M in Q4 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Interchange Capital Partners held 3,589 shares of iShares MSCI USA Momentum Factor ETF worth $734K as of Q1 2026.
  • Interchange Capital Partners sold 1,185 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $298K.
  • iShares MSCI USA Momentum Factor ETF made up 0.23% of Interchange Capital Partners's portfolio in Q1 2026, its #101 holding.
  • Interchange Capital Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and has held it in 7 quarters since.
  • Interchange Capital Partners's iShares MSCI USA Momentum Factor ETF position peaked at $1.19M in Q4 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.