MAM
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Milestone Asset Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Milestone Asset 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
Q1 		– Sell
-7,149
Closed -$1.79M – 248
2025
Q4 		$1.79M Sell
7,149
-291
-4% -$73.1K 0.34% 62
2025
Q3 		$1.91M Buy
7,440
+3,818
+105% +$935K 0.36% 55
2025
Q2 		$870K Buy
+3,622
New +$790K 0.18% 102

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Milestone Asset Management's MTUM Position: Q1 2026 in Review

Milestone Asset Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2026, closing a stake of 7,149 shares — an estimated $1.79M sold.

Milestone Asset Management first reported a position in MTUM in Q2 2025 and held it in 3 quarters. The position peaked at $1.91M in Q3 2025. 1,057 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Milestone Asset Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Milestone Asset Management sold 7,149 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $1.79M.
  • Milestone Asset Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and held it in 3 quarters.
  • Milestone Asset Management's iShares MSCI USA Momentum Factor ETF position peaked at $1.91M in Q3 2025.
  • 1,057 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Milestone Asset Management's 13F filing for Q1 2026, filed 15 Apr 2026.