JGC
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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
-37,500
Closed -$7.76M – 572
2024
Q4 		$7.76M Buy
+37,500
New +$7.86M 0.2% 152

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.