N
MTUM icon

Natixis’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Natixis’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 		– Sell
-3,030
Closed -$768K – 1253
2025
Q4 		$768K Sell
3,030
-246
-8% -$61.8K ﹤0.01% 770
2025
Q3 		$837K Sell
3,276
-29
-0.9% -$7.1K ﹤0.01% 704
2025
Q2 		$793K Sell
3,305
-405
-11% -$88.4K ﹤0.01% 652
2025
Q1 		$741K Sell
3,710
-4
-0.1% -$855 ﹤0.01% 612
2024
Q4 		$772K Sell
3,714
-155
-4% -$32.5K ﹤0.01% 643
2024
Q3 		$781K Buy
3,869
+41
+1% +$7.94K ﹤0.01% 569
2024
Q2 		$751K Buy
3,828
+102
+3% +$19K ﹤0.01% 550
2024
Q1 		$698K Buy
3,726
+401
+12% +$70K ﹤0.01% 579
2023
Q4 		$521K Buy
3,325
+91
+3% +$13.4K ﹤0.01% 607
2023
Q3 		$453K Buy
3,234
+290
+10% +$41.9K ﹤0.01% 620
2023
Q2 		$424K Buy
2,944
+26
+0.9% +$3.66K ﹤0.01% 665
2023
Q1 		$404K Buy
2,918
+73
+3% +$10.3K ﹤0.01% 656
2022
Q4 		$415K Buy
+2,845
New +$413K ﹤0.01% 739

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 $9.54B AUM 19.86% 1-Year Est. Return

Natixis's MTUM Position: Q1 2026 in Review

Natixis sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2026, closing a stake of 3,030 shares — an estimated $768K sold.

Natixis first reported a position in MTUM in Q4 2022 and held it in 13 quarters. The position peaked at $837K in Q3 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Natixis reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Natixis sold 3,030 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $768K.
  • Natixis first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and held it in 13 quarters.
  • Natixis's iShares MSCI USA Momentum Factor ETF position peaked at $837K in Q3 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Natixis's 13F filing for Q1 2026, filed 14 May 2026.