Kovitz Investment Group Partners
MTUM icon

Kovitz Investment Group Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Kovitz Investment Group Partners’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 		– Sell
-823
Closed -$206K – 505
2025
Q4 		$206K Sell
823
-1,593
-66% -$400K ﹤0.01% 465
2025
Q3 		$620K Buy
2,416
+797
+49% +$195K ﹤0.01% 963
2025
Q2 		$389K Buy
1,619
+235
+17% +$51.3K ﹤0.01% 1061
2025
Q1 		$280K Buy
1,384
+339
+32% +$72.4K ﹤0.01% 1075
2024
Q4 		$217K Buy
+1,045
New +$219K ﹤0.01% 1145

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 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 $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Kovitz Investment Group Partners's MTUM Position: Q1 2026 in Review

Kovitz Investment Group Partners sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2026, closing a stake of 823 shares — an estimated $206K sold.

Kovitz Investment Group Partners first reported a position in MTUM in Q4 2024 and held it in 5 quarters. The position peaked at $620K in Q3 2025. 1,054 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Kovitz Investment Group Partners reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 823 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $206K.
  • Kovitz Investment Group Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's iShares MSCI USA Momentum Factor ETF position peaked at $620K in Q3 2025.
  • 1,054 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.