MT
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Midwest Trust’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Midwest 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 		$456K Sell
1,330
-18
-1% -$5.37K 0.01% 463
2026
Q1 		$324K Buy
1,348
+226
+20% +$56.8K ﹤0.01% 502
2025
Q4 		$281K Sell
1,122
-224
-17% -$56.2K ﹤0.01% 523
2025
Q3 		$345K Buy
1,346
+251
+23% +$61.5K ﹤0.01% 487
2025
Q2 		$263K Buy
+1,095
New +$239K ﹤0.01% 542

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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

Midwest Trust's MTUM Position: Q2 2026 in Review

Midwest Trust reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 1.3% in Q2 2026, selling an estimated $5.37K and leaving 1,330 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #463.

Midwest Trust first reported a position in MTUM in Q2 2025 and has held it in 5 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Midwest Trust held 1,330 shares of iShares MSCI USA Momentum Factor ETF worth $456K as of Q2 2026.
  • Midwest Trust sold 18 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $5.37K.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #463 holding.
  • Midwest Trust first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.