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Kane Investment Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Kane Investment Management’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
Q1 		$247K Sell
1,028
-726
-41% -$182K 0.13% 91
2025
Q4 		$439K Sell
1,754
-168
-9% -$42.2K 0.21% 75
2025
Q3 		$493K Sell
1,922
-93
-5% -$22.8K 0.24% 74
2025
Q2 		$484K Sell
2,015
-228
-10% -$49.7K 0.25% 74
2025
Q1 		$453K Sell
2,243
-46
-2% -$9.83K 0.22% 78
2024
Q4 		$474K Buy
+2,289
New +$480K 0.26% 73

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Kane Investment Management's MTUM Position: Q1 2026 in Review

Kane Investment Management reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 41% in Q1 2026, selling an estimated $182K and leaving 1,028 shares worth $247K. The position accounts for 0.13% of the portfolio, ranked #91.

Kane Investment Management first reported a position in MTUM in Q4 2024 and has held it in 6 quarters since. The position peaked at $493K in Q3 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Kane Investment Management held 1,028 shares of iShares MSCI USA Momentum Factor ETF worth $247K as of Q1 2026.
  • Kane Investment Management sold 726 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $182K.
  • iShares MSCI USA Momentum Factor ETF made up 0.13% of Kane Investment Management's portfolio in Q1 2026, its #91 holding.
  • Kane Investment Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 6 quarters since.
  • Kane Investment Management's iShares MSCI USA Momentum Factor ETF position peaked at $493K in Q3 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Kane Investment Management's 13F filing for Q1 2026, filed 14 May 2026.