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J. Goldman & Co’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

J. Goldman & Co’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
2025
Q1 		– Sell
-11,400
Closed -$2.36M – 571
2024
Q4 		$2.36M Buy
11,400
+8,747
+330% +$1.83M 0.06% 268
2024
Q3 		$538K Buy
+2,653
New +$514K 0.02% 346
2024
Q2 		– Sell
-7,899
Closed -$1.48M – 548
2024
Q1 		$1.48M Buy
+7,899
New +$1.38M 0.05% 240
2023
Q1 		– Sell
-22,076
Closed -$3.22M – 442
2022
Q4 		$3.22M Sell
22,076
-11,525
-34% -$1.67M 0.16% 137
2022
Q3 		$4.41M Buy
33,601
+5,165
+18% +$724K 0.21% 130
2022
Q2 		$3.88M Buy
28,436
+7,909
+39% +$1.16M 0.19% 132
2022
Q1 		$3.45M Hold
20,527
– – 0.16% 158
2021
Q4 		$3.73M Sell
20,527
-8,701
-30% -$1.6M 0.21% 134
2021
Q3 		$5.13M Sell
29,228
-2,036
-7% -$362K 0.26% 109
2021
Q2 		$5.42M Sell
31,264
-34,532
-52% -$5.85M 0.21% 119
2021
Q1 		$10.6M Buy
65,796
+40,174
+157% +$6.64M 0.34% 76
2020
Q4 		$4.13M Buy
25,622
+21,686
+551% +$3.32M 0.21% 128
2020
Q3 		$580K Buy
3,936
+1,942
+97% +$277K 0.04% 244
2020
Q2 		$261K Sell
1,994
-2,973
-60% -$360K 0.02% 243
2020
Q1 		$529K Sell
4,967
-7,690
-61% -$950K 0.06% 171
2019
Q4 		$1.59M Buy
12,657
+5,880
+87% +$714K 0.11% 161
2019
Q3 		$808K Sell
6,777
-10,426
-61% -$1.26M 0.06% 195
2019
Q2 		$2.04M Buy
17,203
+7,996
+87% +$915K 0.14% 152
2019
Q1 		$1.03M Buy
+9,207
New +$990K 0.06% 199

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $9.54B AUM 19.86% 1-Year Est. Return

J. Goldman & Co's MTUM Position: Q1 2025 in Review

J. Goldman & Co sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2025, closing a stake of 11,400 shares — an estimated $2.36M sold.

J. Goldman & Co first reported a position in MTUM in Q1 2019 and held it in 19 quarters. The position peaked at $10.6M in Q1 2021. 880 funds tracked by Wall St. Rank hold MTUM as of Q1 2025.

  • J. Goldman & Co reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2025 after selling out during the quarter.
  • J. Goldman & Co sold 11,400 iShares MSCI USA Momentum Factor ETF shares in Q1 2025, an estimated $2.36M.
  • J. Goldman & Co first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2019 and held it in 19 quarters.
  • J. Goldman & Co's iShares MSCI USA Momentum Factor ETF position peaked at $10.6M in Q1 2021.
  • 880 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2025.

Based on J. Goldman & Co's 13F filing for Q1 2025, filed 15 May 2025.