Nalls Sherbakoff Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Nalls Sherbakoff Group’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	$365	Hold	1	–	–	﹤0.01%	362
2026 Q1	$255	Hold	1	–	–	﹤0.01%	401
2025 Q4	$266	Hold	1	–	–	﹤0.01%	431
2025 Q3	$271	Hold	1	–	–	﹤0.01%	419
2025 Q2	$254	Sell	1 -13	-93%	-$2.84K	﹤0.01%	419
2025 Q1	$2.8K	Buy	+14	New	+$2.99K	﹤0.01%	364
2023 Q4	$4.14K	Hold	26	–	–	﹤0.01%	316
2023 Q3	$3.66K	Hold	26	–	–	﹤0.01%	320
2023 Q2	$3.54K	Hold	26	–	–	﹤0.01%	327
2023 Q1	$3.6K	Buy	+26	New	+$3.67K	﹤0.01%	328

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Nalls Sherbakoff Group's MTUM Position: Q2 2026 in Review

Nalls Sherbakoff Group held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 1 share worth $365. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Nalls Sherbakoff Group first reported a position in MTUM in Q1 2023 and has held it in 10 quarters since. The position peaked at $4.14K in Q4 2023. 1,211 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Nalls Sherbakoff Group held 1 share of iShares MSCI USA Momentum Factor ETF worth $365 as of Q2 2026.
Nalls Sherbakoff Group left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #362 holding.
Nalls Sherbakoff Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2023 and has held it in 10 quarters since.
Nalls Sherbakoff Group's iShares MSCI USA Momentum Factor ETF position peaked at $4.14K in Q4 2023.
1,211 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.