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

MONECO 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 		$1.05M Sell
4,394
-110
-2% -$27.6K 0.08% 206
2025
Q4 		$1.13M Sell
4,504
-17
-0.4% -$4.27K 0.09% 197
2025
Q3 		$1.16M Sell
4,521
-208
-4% -$50.9K 0.1% 185
2025
Q2 		$1.14M Sell
4,729
-323
-6% -$70.5K 0.11% 182
2025
Q1 		$1.02M Sell
5,052
-308
-6% -$65.8K 0.11% 177
2024
Q4 		$1.11M Sell
5,360
-354
-6% -$74.2K 0.12% 167
2024
Q3 		$1.16M Sell
5,714
-144
-2% -$27.9K 0.14% 144
2024
Q2 		$1.14M Sell
5,858
-18
-0.3% -$3.36K 0.17% 133
2024
Q1 		$1.1M Buy
5,876
+1,356
+30% +$237K 0.17% 139
2023
Q4 		$709K Buy
+4,520
New +$663K 0.14% 177

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

MONECO Advisors's MTUM Position: Q1 2026 in Review

MONECO Advisors reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 2.4% in Q1 2026, selling an estimated $27.6K and leaving 4,394 shares worth $1.05M. The position accounts for 0.08% of the portfolio, ranked #206.

MONECO Advisors first reported a position in MTUM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.16M in Q3 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • MONECO Advisors held 4,394 shares of iShares MSCI USA Momentum Factor ETF worth $1.05M as of Q1 2026.
  • MONECO Advisors sold 110 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $27.6K.
  • iShares MSCI USA Momentum Factor ETF made up 0.08% of MONECO Advisors's portfolio in Q1 2026, its #206 holding.
  • MONECO Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2023 and has held it in 10 quarters since.
  • MONECO Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $1.16M in Q3 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.