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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 		$240K Buy
+700
New +$209K ﹤0.01% 5217
2025
Q4 		– Sell
-26,600
Closed -$6.82M – 6304
2025
Q3 		$6.82M Buy
+26,600
New +$6.51M ﹤0.01% 2795

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

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.