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

KKM Financial’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
2025
Q3 		– Sell
-2,321
Closed -$558K – 149
2025
Q2 		$558K Hold
2,321
– – 0.19% 92
2025
Q1 		$469K Sell
2,321
-200
-8% -$42.7K 0.2% 99
2024
Q4 		$522K Hold
2,521
– – 0.22% 95
2024
Q3 		$511K Hold
2,521
– – 0.25% 83
2024
Q2 		$491K Hold
2,521
– – 0.23% 93
2024
Q1 		$472K Hold
2,521
– – 0.23% 98
2023
Q4 		$396K Buy
+2,521
New +$370K 0.25% 87

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KKM Financial's MTUM Position: Q3 2025 in Review

KKM Financial sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2025, closing a stake of 2,321 shares — an estimated $558K sold.

KKM Financial first reported a position in MTUM in Q4 2023 and held it in 7 quarters. The position peaked at $558K in Q2 2025. 981 funds tracked by Wall St. Rank hold MTUM as of Q3 2025.

  • KKM Financial reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2025 after selling out during the quarter.
  • KKM Financial sold 2,321 iShares MSCI USA Momentum Factor ETF shares in Q3 2025, an estimated $558K.
  • KKM Financial first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2023 and held it in 7 quarters.
  • KKM Financial's iShares MSCI USA Momentum Factor ETF position peaked at $558K in Q2 2025.
  • 981 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2025.

Based on KKM Financial's 13F filing for Q3 2025, filed 14 Nov 2025.