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 Q2	$352K	Hold	1,028	–	–	0.15%	83
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

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

Kane Investment Management's MTUM Position: Q2 2026 in Review

Kane Investment Management held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 1,028 shares worth $352K. The position accounts for 0.15% of the portfolio, ranked #83.

Kane Investment Management first reported a position in MTUM in Q4 2024 and has held it in 7 quarters since. The position peaked at $493K in Q3 2025. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Kane Investment Management held 1,028 shares of iShares MSCI USA Momentum Factor ETF worth $352K as of Q2 2026.
Kane Investment Management left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.15% of Kane Investment Management's portfolio in Q2 2026, its #83 holding.
Kane Investment Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
Kane Investment Management's iShares MSCI USA Momentum Factor ETF position peaked at $493K in Q3 2025.
1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Kane Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.