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LGT Financial Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

LGT Financial 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
2025
Q4 		– Sell
-863
Closed -$221K – 334
2025
Q3 		$221K Buy
863
+603
+232% +$148K 0.48% 44
2025
Q2 		$62.7K Sell
260
-9
-3% -$1.96K 0.16% 93
2025
Q1 		$54.5K Sell
269
-10
-4% -$2.14K 0.17% 97
2024
Q4 		$57.8K Buy
+279
New +$58.5K 0.13% 136
2024
Q2 		– Sell
-101
Closed -$18.9K – 835
2024
Q1 		$18.9K Hold
101
– – 0.02% 370
2023
Q4 		$15.8K Sell
101
-255
-72% -$37.4K 0.02% 393
2023
Q3 		$49.7K Hold
356
– – 0.06% 219
2023
Q2 		$51.4K Buy
+356
New +$50.1K 0.05% 164
2023
Q1 		– Sell
-1,763
Closed -$257K – 161
2022
Q4 		$257K Buy
+1,763
New +$256K 0.3% 76

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LGT Financial Advisors's MTUM Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2025, closing a stake of 863 shares — an estimated $221K sold.

LGT Financial Advisors first reported a position in MTUM in Q4 2022 and held it in 9 quarters. The position peaked at $257K in Q4 2022. 1,049 funds tracked by Wall St. Rank hold MTUM as of Q4 2025.

  • LGT Financial Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 863 iShares MSCI USA Momentum Factor ETF shares in Q4 2025, an estimated $221K.
  • LGT Financial Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and held it in 9 quarters.
  • LGT Financial Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $257K in Q4 2022.
  • 1,049 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.