National Bank of Canada
MTUM icon

National Bank of Canada’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

National Bank of Canada’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 		$911K Buy
3,797
+75
+2% +$18.8K ﹤0.01% 1247
2025
Q4 		$932K Buy
3,722
+2,043
+122% +$513K ﹤0.01% 1207
2025
Q3 		$431K Sell
1,679
-484
-22% -$119K ﹤0.01% 1377
2025
Q2 		$520K Buy
2,163
+685
+46% +$149K ﹤0.01% 1399
2025
Q1 		$299K Sell
1,478
-78
-5% -$16.7K ﹤0.01% 1436
2024
Q4 		$322K Sell
1,556
-28
-2% -$5.87K ﹤0.01% 1513
2024
Q3 		$321K Sell
1,584
-493
-24% -$95.5K ﹤0.01% 1290
2024
Q2 		$405K Buy
2,077
+52
+3% +$9.7K ﹤0.01% 1211
2024
Q1 		$374K Hold
2,025
– – ﹤0.01% 1293
2023
Q4 		$312K Buy
2,025
+21
+1% +$3.08K ﹤0.01% 1347
2023
Q3 		$280K Hold
2,004
– – ﹤0.01% 1429
2023
Q2 		$289K Hold
2,004
– – ﹤0.01% 1390
2023
Q1 		$279K Hold
2,004
– – ﹤0.01% 1331
2022
Q4 		$292K Hold
2,004
– – ﹤0.01% 1381
2022
Q3 		$263K Hold
2,004
– – ﹤0.01% 1292
2022
Q2 		$273K Sell
2,004
-45
-2% -$6.61K ﹤0.01% 1337
2022
Q1 		$345K Sell
2,049
-460
-18% -$75.7K ﹤0.01% 1366
2021
Q4 		$456K Buy
+2,509
New +$462K ﹤0.01% 1258

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $22.6B AUM 40.24% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

National Bank of Canada's MTUM Position: Q1 2026 in Review

National Bank of Canada increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 2% in Q1 2026, buying an estimated $18.8K and bringing the position to 3,797 shares worth $911K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

National Bank of Canada first reported a position in MTUM in Q4 2021 and has held it in 18 quarters since. The position peaked at $932K in Q4 2025. 1,052 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • National Bank of Canada held 3,797 shares of iShares MSCI USA Momentum Factor ETF worth $911K as of Q1 2026.
  • National Bank of Canada bought 75 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $18.8K.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #1247 holding.
  • National Bank of Canada first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2021 and has held it in 18 quarters since.
  • National Bank of Canada's iShares MSCI USA Momentum Factor ETF position peaked at $932K in Q4 2025.
  • 1,052 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.