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
Q2 		$282K Buy
+823
New +$246K 0.01% 442
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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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

Kovitz Investment Group Partners's MTUM Position: Q2 2026 in Review

Kovitz Investment Group Partners opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 823 shares worth $282K. The stake represents 0.01% of the portfolio and ranks #442 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in MTUM as recently as Q4 2025.

Kovitz Investment Group Partners first reported a position in MTUM in Q4 2024 and has held it in 6 quarters since. The position peaked at $620K in Q3 2025. 1,211 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Kovitz Investment Group Partners held 823 shares of iShares MSCI USA Momentum Factor ETF worth $282K as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Kovitz Investment Group Partners position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #442 holding.
  • Kovitz Investment Group Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 6 quarters since.
  • Kovitz Investment Group Partners's iShares MSCI USA Momentum Factor ETF position peaked at $620K in Q3 2025.
  • 1,211 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.