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Regatta Research & Money Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Regatta Research & Money 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
Q2 		$174K Buy
+509
New +$152K 0.16% 124

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Regatta Research & Money Management's MTUM Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 509 shares worth $174K. The stake represents 0.16% of the portfolio and ranks #124 among its holdings.

981 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Regatta Research & Money Management held 509 shares of iShares MSCI USA Momentum Factor ETF worth $174K as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Regatta Research & Money Management position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.16% of Regatta Research & Money Management's portfolio in Q2 2026, its #124 holding.
  • 981 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.