Johnson Financial Group Inc (Wisconsin)’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$908K	Buy	2,648 +27	+1%	+$8.06K	0.03%	178
2026 Q1	$629K	Sell	2,621 -3	-0.1%	-$754	0.02%	215
2025 Q4	$657K	Buy	2,624 +11	+0.4%	+$2.76K	0.02%	208
2025 Q3	$670K	Sell	2,613 -164	-6%	-$40.2K	0.03%	215
2025 Q2	$667K	Buy	2,777 +713	+35%	+$156K	0.03%	191
2025 Q1	$417K	Buy	2,064 +244	+13%	+$52.1K	0.02%	246
2024 Q4	$399K	Buy	1,820 +576	+46%	+$121K	0.02%	230
2024 Q3	$252K	Buy	+1,244	New	+$241K	0.01%	323
2023 Q3	–	Sell	-1,040	Closed	-$150K	–	678
2023 Q2	$150K	Buy	+1,040	New	+$146K	0.01%	292
2022 Q2	–	Sell	-149	Closed	-$25K	–	719
2022 Q1	$25K	Sell	149 -95	-39%	-$15.6K	﹤0.01%	509
2021 Q4	$44K	Hold	244	–	–	﹤0.01%	462
2021 Q3	$43K	Buy	+244	New	+$43.4K	﹤0.01%	424

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

Johnson Financial Group Inc (Wisconsin)'s MTUM Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 1% in Q2 2026, buying an estimated $8.06K and bringing the position to 2,648 shares worth $908K. The position accounts for 0.03% of the portfolio, ranked #178.

Johnson Financial Group Inc (Wisconsin) first reported a position in MTUM in Q3 2021 and has held it in 12 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 2,648 shares of iShares MSCI USA Momentum Factor ETF worth $908K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) bought 27 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $8.06K.
iShares MSCI USA Momentum Factor ETF made up 0.03% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #178 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2021 and has held it in 12 quarters since.
1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.