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	$59.8M	Buy	+174,500	New	+$52.1M	0.02%	791
2026 Q1	–	Sell	-50,000	Closed	-$12.5M	–	6133
2025 Q4	$12.5M	Buy	+50,000	New	+$12.6M	0.01%	2021
2025 Q3	–	Sell	-200,000	Closed	-$48.1M	–	6303
2025 Q2	$48.1M	Buy	+200,000	New	+$43.6M	0.02%	840
2025 Q1	–	Sell	-767,500	Closed	-$159M	–	6216
2024 Q4	$159M	Buy	767,500 +500,500	+187%	+$105M	0.08%	221
2024 Q3	$54.1M	Buy	267,000 +247,000	+1,235%	+$47.8M	0.03%	777
2024 Q2	$3.9M	Sell	20,000 -409,200	-95%	-$76.4M	﹤0.01%	2950
2024 Q1	$80.4M	Buy	+429,200	New	+$74.9M	0.03%	571

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.