Mercer Global Advisors
MTUM icon

Mercer Global Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Mercer Global Advisors’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 		$2.01B Buy
8,388,874
+563,984
+7% +$142M 2.98% 7
2025
Q4 		$1.96B Buy
7,824,890
+229,850
+3% +$57.7M 2.99% 6
2025
Q3 		$1.95B Buy
7,595,040
+11,584
+0.2% +$2.84M 3.25% 6
2025
Q2 		$1.82B Buy
7,583,456
+160,427
+2% +$35M 3.71% 5
2025
Q1 		$1.5B Buy
7,423,029
+512,679
+7% +$110M 3.44% 5
2024
Q4 		$1.43B Sell
6,910,350
-1,006,466
-13% -$211M 3.49% 5
2024
Q3 		$1.6B Buy
7,916,816
+365,399
+5% +$70.8M 3.74% 5
2024
Q2 		$1.46B Buy
7,551,417
+213,637
+3% +$39.9M 3.99% 5
2024
Q1 		$1.37B Buy
7,337,780
+593,843
+9% +$104M 3.91% 5
2023
Q4 		$1.06B Buy
6,743,937
+198,308
+3% +$29.1M 3.18% 5
2023
Q3 		$914M Buy
6,545,629
+317,802
+5% +$45.9M 3.47% 4
2023
Q2 		$898M Buy
6,227,827
+457,343
+8% +$64.3M 3.57% 3
2023
Q1 		$802M Buy
5,770,484
+416,979
+8% +$58.8M 3.64% 2
2022
Q4 		$781M Buy
5,353,505
+204,554
+4% +$29.7M 3.91% 2
2022
Q3 		$675M Buy
5,148,951
+345,887
+7% +$48.5M 4.01% 3
2022
Q2 		$655M Buy
4,803,064
+1,590,781
+50% +$234M 4.01% 2
2022
Q1 		$541M Buy
3,212,283
+276,299
+9% +$45.5M 3.18% 3
2021
Q4 		$534M Buy
2,935,984
+383,308
+15% +$70.6M 3.3% 3
2021
Q3 		$448M Buy
2,552,676
+158,804
+7% +$28.2M 3.13% 3
2021
Q2 		$415M Buy
2,393,872
+80,488
+3% +$13.6M 3.19% 2
2021
Q1 		$372M Buy
2,313,384
+249,530
+12% +$41.3M 3.38% 3
2020
Q4 		$333M Buy
2,063,854
+88,506
+4% +$13.6M 4.16% 1
2020
Q3 		$291M Buy
1,975,348
+52,965
+3% +$7.57M 4.38% 1
2020
Q2 		$252M Buy
1,922,383
+377,218
+24% +$45.7M 4.57% 1
2020
Q1 		$165M Buy
1,545,165
+201,595
+15% +$24.9M 3.62% 1
2019
Q4 		$169M Buy
1,343,570
+271,192
+25% +$32.9M 3.37% 1
2019
Q3 		$128M Buy
1,072,378
+217,206
+25% +$26.2M 3.01% 1
2019
Q2 		$101M Buy
855,172
+386,308
+82% +$44.2M 2.69% 2
2019
Q1 		$52.6M Buy
+468,864
New +$50.4M 1.89% 6

Other funds holding MTUM

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
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mercer Global Advisors's MTUM Position: Q1 2026 in Review

Mercer Global Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 7.2% in Q1 2026, buying an estimated $142M and bringing the position to 8,388,874 shares worth $2.01B. The position accounts for 2.98% of the portfolio, ranked #7.

Mercer Global Advisors first reported a position in MTUM in Q1 2019 and has held it in 29 quarters since. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Mercer Global Advisors held 8,388,874 shares of iShares MSCI USA Momentum Factor ETF worth $2.01B as of Q1 2026.
  • Mercer Global Advisors bought 563,984 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $142M.
  • iShares MSCI USA Momentum Factor ETF made up 2.98% of Mercer Global Advisors's portfolio in Q1 2026, its #7 holding.
  • Mercer Global Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2019 and has held it in 29 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.