Lazard Asset Management
MTUM icon

Lazard Asset Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Lazard Asset Management’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 		$445K Sell
1,855
-1,253
-40% -$315K ﹤0.01% 1415
2025
Q4 		$778K Sell
3,108
-2,835
-48% -$712K ﹤0.01% 1226
2025
Q3 		$1.52M Sell
5,943
-1,369
-19% -$335K ﹤0.01% 970
2025
Q2 		$1.76M Buy
+7,312
New +$1.6M ﹤0.01% 1053

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

Lazard Asset Management's MTUM Position: Q1 2026 in Review

Lazard Asset Management reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 40% in Q1 2026, selling an estimated $315K and leaving 1,855 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

Lazard Asset Management first reported a position in MTUM in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.76M in Q2 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Lazard Asset Management held 1,855 shares of iShares MSCI USA Momentum Factor ETF worth $445K as of Q1 2026.
  • Lazard Asset Management sold 1,253 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $315K.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Lazard Asset Management's portfolio in Q1 2026, its #1415 holding.
  • Lazard Asset Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • Lazard Asset Management's iShares MSCI USA Momentum Factor ETF position peaked at $1.76M in Q2 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.