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Mount Yale Investment Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Mount Yale Investment 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
Q2 		$16.8M Sell
48,885
-3,103
-6% -$926K 0.31% 72
2026
Q1 		$12.5M Buy
51,988
+10,375
+25% +$2.61M 0.29% 76
2025
Q4 		$10.4M Buy
41,613
+30,306
+268% +$7.61M 0.5% 42
2025
Q3 		$2.9M Buy
11,307
+5,833
+107% +$1.43M 0.2% 119
2025
Q2 		$1.32M Sell
5,474
-160
-3% -$34.9K 0.1% 169
2025
Q1 		$1.14M Sell
5,634
-158
-3% -$33.8K 0.1% 175
2024
Q4 		$1.2M Buy
+5,792
New +$1.21M 0.1% 171
2023
Q1 		– Sell
-6,575
Closed -$960K – 518
2022
Q4 		$960K Buy
+6,575
New +$954K 0.11% 192
2021
Q3 		– Sell
-4,697
Closed -$815K – 483
2021
Q2 		$815K Buy
4,697
+7
+0.1% +$1.19K 0.1% 213
2021
Q1 		$754K Buy
+4,690
New +$775K 0.1% 216

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 22.9% 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

Mount Yale Investment Advisors's MTUM Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 6% in Q2 2026, selling an estimated $926K and leaving 48,885 shares worth $16.8M. The position accounts for 0.31% of the portfolio, ranked #72.

Mount Yale Investment Advisors first reported a position in MTUM in Q1 2021 and has held it in 10 quarters since. 1,211 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Mount Yale Investment Advisors held 48,885 shares of iShares MSCI USA Momentum Factor ETF worth $16.8M as of Q2 2026.
  • Mount Yale Investment Advisors sold 3,103 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $926K.
  • iShares MSCI USA Momentum Factor ETF made up 0.31% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #72 holding.
  • Mount Yale Investment Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2021 and has held it in 10 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.