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Murphy & Mullick Capital Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Murphy & Mullick Capital 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 		$34.8K Hold
145
– – 0.03% 332
2025
Q4 		$36.3K Hold
145
– – 0.03% 334
2025
Q3 		$37.2K Hold
145
– – 0.03% 317
2025
Q2 		$35K Sell
145
-93
-39% -$20.3K 0.03% 307
2025
Q1 		$48.1K Buy
238
+93
+64% +$19.9K 0.05% 263
2024
Q4 		$30K Buy
+145
New +$30.4K 0.03% 313

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

Murphy & Mullick Capital Management's MTUM Position: Q1 2026 in Review

Murphy & Mullick Capital Management held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q1 2026 at 145 shares worth $34.8K. The position accounts for 0.03% of the portfolio, ranked #332.

Murphy & Mullick Capital Management first reported a position in MTUM in Q4 2024 and has held it in 6 quarters since. The position peaked at $48.1K in Q1 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Murphy & Mullick Capital Management held 145 shares of iShares MSCI USA Momentum Factor ETF worth $34.8K as of Q1 2026.
  • Murphy & Mullick Capital Management left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.03% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #332 holding.
  • Murphy & Mullick Capital Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 6 quarters since.
  • Murphy & Mullick Capital Management's iShares MSCI USA Momentum Factor ETF position peaked at $48.1K in Q1 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.