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Maia Wealth’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Maia Wealth’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 		$457K Sell
1,905
-323
-14% -$81.2K 0.08% 229
2025
Q4 		$557K Buy
2,228
+167
+8% +$41.9K 0.1% 205
2025
Q3 		$521K Sell
2,061
-541
-21% -$132K 0.09% 206
2025
Q2 		$625K Buy
2,602
+265
+11% +$57.8K 0.12% 171
2025
Q1 		$462K Sell
2,337
-702
-23% -$150K 0.1% 176
2024
Q4 		$650K Buy
3,039
+274
+10% +$57.4K 0.14% 140
2024
Q3 		$572K Sell
2,765
-4,003
-59% -$775K 0.14% 135
2024
Q2 		$1.36M Buy
+6,768
New +$1.26M 0.41% 61
2023
Q4 		$990K Buy
+6,310
New +$926K 0.4% 57

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

Maia Wealth's MTUM Position: Q1 2026 in Review

Maia Wealth reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 14% in Q1 2026, selling an estimated $81.2K and leaving 1,905 shares worth $457K. The position accounts for 0.08% of the portfolio, ranked #229.

Maia Wealth first reported a position in MTUM in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.36M in Q2 2024. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Maia Wealth held 1,905 shares of iShares MSCI USA Momentum Factor ETF worth $457K as of Q1 2026.
  • Maia Wealth sold 323 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $81.2K.
  • iShares MSCI USA Momentum Factor ETF made up 0.08% of Maia Wealth's portfolio in Q1 2026, its #229 holding.
  • Maia Wealth first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2023 and has held it in 9 quarters since.
  • Maia Wealth's iShares MSCI USA Momentum Factor ETF position peaked at $1.36M in Q2 2024.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.