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Mendel Money Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Mendel 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
2025
Q3 		– Sell
-1,536
Closed -$369K – 154
2025
Q2 		$369K Sell
1,536
-134
-8% -$29.2K 0.16% 118
2025
Q1 		$338K Sell
1,670
-65
-4% -$13.9K 0.16% 117
2024
Q4 		$359K Sell
1,735
-77
-4% -$16.1K 0.16% 118
2024
Q3 		$367K Sell
1,812
-336
-16% -$65.1K 0.16% 117
2024
Q2 		$419K Buy
2,148
+8
+0.4% +$1.49K 0.2% 101
2024
Q1 		$401K Sell
2,140
-59
-3% -$10.3K 0.19% 103
2023
Q4 		$345K Buy
2,199
+79
+4% +$11.6K 0.17% 111
2023
Q3 		$296K Buy
2,120
+269
+15% +$38.8K 0.16% 108
2023
Q2 		$267K Buy
+1,851
New +$260K 0.14% 114
2022
Q4 		– Sell
-1,581
Closed -$207K – 121
2022
Q3 		$207K Sell
1,581
-224
-12% -$31.4K 0.13% 113
2022
Q2 		$246K Sell
1,805
-304
-14% -$44.6K 0.15% 109
2022
Q1 		$355K Buy
2,109
+48
+2% +$7.9K 0.17% 99
2021
Q4 		$375K Buy
2,061
+85
+4% +$15.7K 0.22% 57
2021
Q3 		$347K Buy
1,976
+32
+2% +$5.69K 0.22% 57
2021
Q2 		$337K Sell
1,944
-144
-7% -$24.4K 0.21% 55
2021
Q1 		$336K Buy
2,088
+364
+21% +$60.2K 0.22% 51
2020
Q4 		$278K Buy
1,724
+151
+10% +$23.1K 0.19% 55
2020
Q3 		$232K Buy
+1,573
New +$225K 0.18% 55

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mendel Money Management's MTUM Position: Q3 2025 in Review

Mendel Money Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2025, closing a stake of 1,536 shares — an estimated $369K sold.

Mendel Money Management first reported a position in MTUM in Q3 2020 and held it in 18 quarters. The position peaked at $419K in Q2 2024. 981 funds tracked by Wall St. Rank hold MTUM as of Q3 2025.

  • Mendel Money Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Mendel Money Management sold 1,536 iShares MSCI USA Momentum Factor ETF shares in Q3 2025, an estimated $369K.
  • Mendel Money Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2020 and held it in 18 quarters.
  • Mendel Money Management's iShares MSCI USA Momentum Factor ETF position peaked at $419K in Q2 2024.
  • 981 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2025.

Based on Mendel Money Management's 13F filing for Q3 2025, filed 10 Nov 2025.