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Life Line Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Life Line Wealth 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 		$2.67M Buy
11,128
+254
+2% +$63.8K 1.19% 9
2025
Q4 		$2.72M Buy
10,874
+99
+0.9% +$24.9K 0.8% 10
2025
Q3 		$2.76M Buy
10,775
+68
+0.6% +$16.7K 0.84% 10
2025
Q2 		$2.57M Buy
10,707
+130
+1% +$28.4K 0.83% 10
2025
Q1 		$2.14M Sell
10,577
-164,600
-94% -$35.2M 0.79% 13
2024
Q4 		$36.2M Buy
+175,177
New +$36.7M 12.93% 5
2024
Q1 		– Sell
-5,516
Closed -$865K – 35
2023
Q4 		$865K Buy
+5,516
New +$810K 0.34% 10

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

Life Line Wealth Management's MTUM Position: Q1 2026 in Review

Life Line Wealth Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 2.3% in Q1 2026, buying an estimated $63.8K and bringing the position to 11,128 shares worth $2.67M. The position accounts for 1.19% of the portfolio, ranked #9.

Life Line Wealth Management first reported a position in MTUM in Q4 2023 and has held it in 7 quarters since. The position peaked at $36.2M in Q4 2024. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Life Line Wealth Management held 11,128 shares of iShares MSCI USA Momentum Factor ETF worth $2.67M as of Q1 2026.
  • Life Line Wealth Management bought 254 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $63.8K.
  • iShares MSCI USA Momentum Factor ETF made up 1.19% of Life Line Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Life Line Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2023 and has held it in 7 quarters since.
  • Life Line Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $36.2M in Q4 2024.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Life Line Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.