Nan Shan Life Insurance’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Nan Shan Life Insurance’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	$18.6M	Buy	+54,183	New	+$16.2M	0.58%	53
2019 Q2	–	Sell	-79,996	Closed	-$8.97M	–	103
2019 Q1	$8.97M	Sell	79,996 -8,207	-9%	-$882K	0.18%	73
2018 Q4	$8.84M	Buy	88,203 +36,000	+69%	+$3.85M	0.21%	74
2018 Q3	$6.21M	Sell	52,203 -59,691	-53%	-$6.87M	0.12%	82
2018 Q2	$12.3M	Sell	111,894 -71,298	-39%	-$7.8M	0.28%	63
2018 Q1	$19.4M	Buy	+183,192	New	+$20M	0.4%	58
2017 Q4	–	Sell	-25,000	Closed	-$2.39M	–	88
2017 Q3	$2.39M	Buy	+25,000	New	+$2.31M	0.05%	78

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 22.96% 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

Nan Shan Life Insurance's MTUM Position: Q2 2026 in Review

Nan Shan Life Insurance opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 54,183 shares worth $18.6M. The stake represents 0.58% of the portfolio and ranks #53 among its holdings. This is a return to the name: Nan Shan Life Insurance previously reported a position in MTUM as recently as Q1 2019.

Nan Shan Life Insurance first reported a position in MTUM in Q3 2017 and has held it in 7 quarters since. The position peaked at $19.4M in Q1 2018. 1,210 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Nan Shan Life Insurance held 54,183 shares of iShares MSCI USA Momentum Factor ETF worth $18.6M as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new Nan Shan Life Insurance position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.58% of Nan Shan Life Insurance's portfolio in Q2 2026, its #53 holding.
Nan Shan Life Insurance first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2017 and has held it in 7 quarters since.
Nan Shan Life Insurance's iShares MSCI USA Momentum Factor ETF position peaked at $19.4M in Q1 2018.
1,210 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Nan Shan Life Insurance's 13F filing for Q2 2026, filed 14 Aug 2026.