LaSalle St. Investment Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

LaSalle St. Investment Advisors’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	$2.23M	Buy	6,491 +2,204	+51%	+$658K	0.27%	67
2026 Q1	$1.03M	Buy	4,287 +532	+14%	+$134K	0.14%	122
2025 Q4	$940K	Buy	3,755 +1,595	+74%	+$400K	0.15%	109
2025 Q3	$554K	Buy	2,160 +1,113	+106%	+$273K	0.1%	158
2025 Q2	$251K	Sell	1,047 -69	-6%	-$15.1K	0.07%	264
2025 Q1	$225K	Buy	+1,116	New	+$238K	0.05%	277

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

LaSalle St. Investment Advisors's MTUM Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 51% in Q2 2026, buying an estimated $658K and bringing the position to 6,491 shares worth $2.23M. The position accounts for 0.27% of the portfolio, ranked #67.

LaSalle St. Investment Advisors first reported a position in MTUM in Q1 2025 and has held it in 6 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

LaSalle St. Investment Advisors held 6,491 shares of iShares MSCI USA Momentum Factor ETF worth $2.23M as of Q2 2026.
LaSalle St. Investment Advisors bought 2,204 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $658K.
iShares MSCI USA Momentum Factor ETF made up 0.27% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #67 holding.
LaSalle St. Investment Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2025 and has held it in 6 quarters since.
1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.