Jefferies Financial Group
MTUM icon

Jefferies Financial Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Jefferies Financial Group’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
Q3 		$1.98M Buy
25,000
+9,824
+65% +$758K 0.01% 573
2026
Q2 		$1.3M Buy
15,176
+32
+0.2% +$2.39K 0.01% 857
2026
Q1 		$909K Sell
15,144
-65,668
-81% -$4.13M 0.01% 965
2025
Q4 		$5.06M Buy
80,812
+72,244
+843% +$4.53M 0.03% 477
2025
Q3 		$549K Buy
8,568
+1,164
+16% +$71.3K ﹤0.01% 1056
2025
Q2 		$445K Buy
7,404
+1,344
+22% +$73.3K ﹤0.01% 932
2025
Q1 		$306K Buy
+6,060
New +$324K ﹤0.01% 1228

Other funds holding MTUM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Jefferies Financial Group's MTUM Position: Q3 2026 in Review

Jefferies Financial Group increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 65% in Q3 2026, buying an estimated $758K and bringing the position to 25,000 shares worth $1.98M. The position accounts for 0.01% of the portfolio, ranked #573.

Jefferies Financial Group first reported a position in MTUM in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.06M in Q4 2025. 1,030 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • Jefferies Financial Group held 25,000 shares of iShares MSCI USA Momentum Factor ETF worth $1.98M as of Q3 2026.
  • Jefferies Financial Group bought 9,824 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $758K.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Jefferies Financial Group's portfolio in Q3 2026, its #573 holding.
  • Jefferies Financial Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2025 and has held it in 7 quarters since.
  • Jefferies Financial Group's iShares MSCI USA Momentum Factor ETF position peaked at $5.06M in Q4 2025.
  • 1,030 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.