Israel Englander’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Israel Englander’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	$1.02M	Buy	+2,979	New	+$889K	﹤0.01%	4298
2025 Q1	–	Sell	-1,263	Closed	-$261K	–	6215
2024 Q4	$261K	Buy	+1,263	New	+$265K	﹤0.01%	5148
2024 Q3	–	Sell	-3,809	Closed	-$738K	–	6339
2024 Q2	$742K	Buy	+3,809	New	+$711K	﹤0.01%	4325
2024 Q1	–	Sell	-39,603	Closed	-$6.91M	–	6479
2023 Q4	$6.21M	Buy	+39,603	New	+$5.81M	﹤0.01%	2606
2023 Q3	–	Sell	-10,642	Closed	-$1.54M	–	6400
2023 Q2	$1.54M	Sell	10,642 -14,859	-58%	-$2.09M	﹤0.01%	3699
2023 Q1	$3.55M	Sell	25,501 -3,301	-11%	-$466K	﹤0.01%	2919
2022 Q4	$4.2M	Buy	+28,802	New	+$4.18M	﹤0.01%	2961
2022 Q3	–	Sell	-55,000	Closed	-$7.5M	–	7347
2022 Q2	$7.5M	Buy	55,000 +43,913	+396%	+$6.45M	﹤0.01%	2362
2022 Q1	$1.87M	Sell	11,087 -30,010	-73%	-$4.94M	﹤0.01%	3953
2021 Q4	$7.47M	Buy	41,097 +38,308	+1,374%	+$7.06M	﹤0.01%	2473
2021 Q3	$490K	Buy	+2,789	New	+$496K	﹤0.01%	5367
2021 Q2	–	Sell	-35,321	Closed	-$5.68M	–	6884
2021 Q1	$5.68M	Sell	35,321 -10,788	-23%	-$1.78M	﹤0.01%	2433
2020 Q4	$7.44M	Buy	46,109 +37,175	+416%	+$5.7M	0.01%	2074
2020 Q3	$1.32K	Sell	8,934 -4,230	-32%	-$604K	﹤0.01%	2932
2020 Q2	$1.72M	Buy	+13,164	New	+$1.59M	﹤0.01%	2635
2019 Q1	–	Sell	-20,000	Closed	-$2M	–	4194
2018 Q4	$2M	Buy	+20,000	New	+$2.14M	﹤0.01%	2174
2017 Q2	–	Sell	-4,447	Closed	-$368K	–	3710
2017 Q1	$368K	Buy	+4,447	New	+$356K	﹤0.01%	2958

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

Israel Englander's MTUM Position: Q2 2026 in Review

Israel Englander opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 2,979 shares worth $1.02M. The stake represents ﹤0.01% of the portfolio and ranks #4298 among its holdings. This is a return to the name: Israel Englander previously reported a position in MTUM as recently as Q4 2024.

Israel Englander first reported a position in MTUM in Q1 2017 and has held it in 17 quarters since. The position peaked at $7.5M in Q2 2022. 1,205 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Israel Englander held 2,979 shares of iShares MSCI USA Momentum Factor ETF worth $1.02M as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new Israel Englander position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Israel Englander's portfolio in Q2 2026, its #4298 holding.
Israel Englander first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2017 and has held it in 17 quarters since.
Israel Englander's iShares MSCI USA Momentum Factor ETF position peaked at $7.5M in Q2 2022.
1,205 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.