KCM
MTUM icon

Key Capital Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Key Capital 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 		$442K Buy
1,289
+19
+1% +$5.67K 0.23% 52
2026
Q1 		$305K Buy
1,270
+680
+115% +$171K 0.2% 58
2025
Q4 		$148K Buy
+590
New +$148K 0.15% 72

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Key Capital Management's MTUM Position: Q2 2026 in Review

Key Capital Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 1.5% in Q2 2026, buying an estimated $5.67K and bringing the position to 1,289 shares worth $442K. The position accounts for 0.23% of the portfolio, ranked #52.

Key Capital Management first reported a position in MTUM in Q4 2025 and has held it in 3 quarters since. 756 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Key Capital Management held 1,289 shares of iShares MSCI USA Momentum Factor ETF worth $442K as of Q2 2026.
  • Key Capital Management bought 19 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $5.67K.
  • iShares MSCI USA Momentum Factor ETF made up 0.23% of Key Capital Management's portfolio in Q2 2026, its #52 holding.
  • Key Capital Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 756 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.