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Mesirow Financial Investment Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Mesirow Financial Investment 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 		$331K Buy
+964
New +$288K 0.01% 428
2025
Q3 		– Sell
-1,163
Closed -$280K – 558
2025
Q2 		$280K Buy
+1,163
New +$254K 0.01% 449

Other funds holding MTUM

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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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Mesirow Financial Investment Management's MTUM Position: Q2 2026 in Review

Mesirow Financial Investment Management opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 964 shares worth $331K. The stake represents 0.01% of the portfolio and ranks #428 among its holdings. This is a return to the name: Mesirow Financial Investment Management previously reported a position in MTUM as recently as Q2 2025.

Mesirow Financial Investment Management first reported a position in MTUM in Q2 2025 and has held it in 2 quarters since. 702 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Mesirow Financial Investment Management held 964 shares of iShares MSCI USA Momentum Factor ETF worth $331K as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Mesirow Financial Investment Management position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #428 holding.
  • Mesirow Financial Investment Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and has held it in 2 quarters since.
  • 702 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.