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Logan Capital Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Logan Capital 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
2025
Q4 		– Sell
-7
Closed -$1.79K – 404
2025
Q3 		$1.79K Hold
7
– – ﹤0.01% 400
2025
Q2 		$1.68K Hold
7
– – ﹤0.01% 398
2025
Q1 		$1.42K Hold
7
– – ﹤0.01% 495
2024
Q4 		$1.45K Buy
+7
New +$1.47K ﹤0.01% 468

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
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 $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Logan Capital Management's MTUM Position: Q4 2025 in Review

Logan Capital Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2025, closing a stake of 7 shares — an estimated $1.79K sold.

Logan Capital Management first reported a position in MTUM in Q4 2024 and held it in 4 quarters. The position peaked at $1.79K in Q3 2025. 1,049 funds tracked by Wall St. Rank hold MTUM as of Q4 2025.

  • Logan Capital Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Logan Capital Management sold 7 iShares MSCI USA Momentum Factor ETF shares in Q4 2025, an estimated $1.79K.
  • Logan Capital Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and held it in 4 quarters.
  • Logan Capital Management's iShares MSCI USA Momentum Factor ETF position peaked at $1.79K in Q3 2025.
  • 1,049 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.