MassMutual Private Wealth & Trust’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

MassMutual Private Wealth & Trust’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	$1.37K	Buy	+4	New	+$1.19K	﹤0.01%	2098
2025 Q4	–	Sell	-224	Closed	-$57.4K	–	2430
2025 Q3	$57.4K	Buy	224 +179	+398%	+$43.8K	﹤0.01%	755
2025 Q2	$10.8K	Sell	45 -45	-50%	-$9.82K	﹤0.01%	1328
2025 Q1	$18.2K	Buy	+90	New	+$19.2K	﹤0.01%	1064
2024 Q4	–	Sell	-34	Closed	-$6.89K	–	2340
2024 Q3	$6.89K	Buy	+34	New	+$6.58K	﹤0.01%	1257
2023 Q2	–	Sell	-69	Closed	-$9.59K	–	1978
2023 Q1	$9.59K	Buy	69 +26	+60%	+$3.67K	﹤0.01%	953
2022 Q4	$6K	Buy	+43	New	+$6.24K	﹤0.01%	947
2021 Q4	–	Sell	-90	Closed	-$16K	–	1455
2021 Q3	$16K	Hold	90	–	–	﹤0.01%	626
2021 Q2	$16K	Buy	+90	New	+$15.2K	﹤0.01%	611
2020 Q2	–	Sell	-86	Closed	-$9K	–	787
2020 Q1	$9K	Buy	+86	New	+$10.6K	﹤0.01%	529

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

MassMutual Private Wealth & Trust's MTUM Position: Q2 2026 in Review

MassMutual Private Wealth & Trust opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 4 shares worth $1.37K. The stake represents ﹤0.01% of the portfolio and ranks #2098 among its holdings. This is a return to the name: MassMutual Private Wealth & Trust previously reported a position in MTUM as recently as Q3 2025.

MassMutual Private Wealth & Trust first reported a position in MTUM in Q1 2020 and has held it in 10 quarters since. The position peaked at $57.4K in Q3 2025. 1,210 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

MassMutual Private Wealth & Trust held 4 shares of iShares MSCI USA Momentum Factor ETF worth $1.37K as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new MassMutual Private Wealth & Trust position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2098 holding.
MassMutual Private Wealth & Trust first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2020 and has held it in 10 quarters since.
MassMutual Private Wealth & Trust's iShares MSCI USA Momentum Factor ETF position peaked at $57.4K in Q3 2025.
1,210 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.