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

Larson Financial Group’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 		$449K Buy
1,872
+144
+8% +$36.2K 0.01% 509
2025
Q4 		$432K Sell
1,728
-75
-4% -$18.8K 0.01% 501
2025
Q3 		$462K Buy
1,803
+212
+13% +$51.9K 0.02% 484
2025
Q2 		$382K Buy
1,591
+88
+6% +$19.2K 0.02% 504
2025
Q1 		$304K Buy
1,503
+61
+4% +$13K 0.01% 526
2024
Q4 		$298K Buy
1,442
+14
+1% +$2.93K 0.02% 479
2024
Q3 		$289K Sell
1,428
-73
-5% -$14.1K 0.02% 483
2024
Q2 		$292K Buy
1,501
+190
+14% +$35.5K 0.02% 368
2024
Q1 		$246K Buy
1,311
+23
+2% +$4.01K 0.02% 353
2023
Q4 		$202K Buy
1,288
+80
+7% +$11.7K 0.02% 353
2023
Q3 		$169K Buy
1,208
+147
+14% +$21.2K 0.02% 359
2023
Q2 		$153K Buy
1,061
+75
+8% +$10.5K 0.02% 358
2023
Q1 		$137K Buy
986
+2
+0.2% +$282 0.01% 378
2022
Q4 		$144K Sell
984
-23
-2% -$3.34K 0.02% 344
2022
Q3 		$132K Buy
1,007
+929
+1,191% +$130K 0.02% 324
2022
Q2 		$11K Buy
78
+18
+30% +$2.64K ﹤0.01% 697
2022
Q1 		$10K Hold
60
– – ﹤0.01% 661
2021
Q4 		$11K Sell
60
-50
-45% -$9.21K ﹤0.01% 667
2021
Q3 		$19K Buy
+110
New +$19.5K ﹤0.01% 476

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 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 $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Larson Financial Group's MTUM Position: Q1 2026 in Review

Larson Financial Group increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 8.3% in Q1 2026, buying an estimated $36.2K and bringing the position to 1,872 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #509.

Larson Financial Group first reported a position in MTUM in Q3 2021 and has held it in 19 quarters since. The position peaked at $462K in Q3 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Larson Financial Group held 1,872 shares of iShares MSCI USA Momentum Factor ETF worth $449K as of Q1 2026.
  • Larson Financial Group bought 144 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $36.2K.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #509 holding.
  • Larson Financial Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2021 and has held it in 19 quarters since.
  • Larson Financial Group's iShares MSCI USA Momentum Factor ETF position peaked at $462K in Q3 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.