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Itau Unibanco Holding S.A.’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Itau Unibanco Holding S.A.’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 		$291K Buy
+848
New +$253K 0.01% 217
2020
Q1 		– Sell
-4,413
Closed -$554K – 691
2019
Q4 		$554K Buy
+4,413
New +$536K 0.03% 117

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 22.9% 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

Itau Unibanco Holding S.A.'s MTUM Position: Q2 2026 in Review

Itau Unibanco Holding S.A. opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 848 shares worth $291K. The stake represents 0.01% of the portfolio and ranks #217 among its holdings. This is a return to the name: Itau Unibanco Holding S.A. previously reported a position in MTUM as recently as Q4 2019.

Itau Unibanco Holding S.A. first reported a position in MTUM in Q4 2019 and has held it in 2 quarters since. The position peaked at $554K in Q4 2019. 1,211 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Itau Unibanco Holding S.A. held 848 shares of iShares MSCI USA Momentum Factor ETF worth $291K as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Itau Unibanco Holding S.A. position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Itau Unibanco Holding S.A.'s portfolio in Q2 2026, its #217 holding.
  • Itau Unibanco Holding S.A. first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2019 and has held it in 2 quarters since.
  • Itau Unibanco Holding S.A.'s iShares MSCI USA Momentum Factor ETF position peaked at $554K in Q4 2019.
  • 1,211 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2026, filed 14 Aug 2026.