MIM
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MTM Investment Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

MTM 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
Q1 		$605K Hold
2,522
– – 0.19% 113
2025
Q4 		$631K Hold
2,522
– – 0.2% 109
2025
Q3 		$647K Hold
2,522
– – 0.21% 109
2025
Q2 		$606K Hold
2,522
– – 0.2% 109
2025
Q1 		$513K Hold
2,522
– – 0.2% 119
2024
Q4 		$522K Sell
2,522
-1
-0% -$210 0.2% 114
2024
Q3 		$514K Hold
2,523
– – 0.2% 114
2024
Q2 		$492K Hold
2,523
– – 0.2% 112
2024
Q1 		$473K Buy
+2,523
New +$440K 0.2% 115

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 $8.74B AUM 14.62% 1-Year Est. Return