New Hampshire Trust’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

New Hampshire Trust’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	$375K	Sell	1,095 -24	-2%	-$7.16K	0.07%	135
2026 Q1	$269K	Buy	1,119 +10	+0.9%	+$2.51K	0.05%	142
2025 Q4	$278K	Hold	1,109	–	–	0.05%	147
2025 Q3	$284K	Buy	1,109 +14	+1%	+$3.43K	0.05%	163
2025 Q2	$263K	Hold	1,095	–	–	0.06%	169
2025 Q1	$221K	Hold	1,095	–	–	0.05%	171
2024 Q4	$227K	Hold	1,095	–	–	0.05%	170
2024 Q3	$222K	Hold	1,095	–	–	0.05%	171
2024 Q2	$213K	Hold	1,095	–	–	0.05%	169
2024 Q1	$205K	Buy	+1,095	New	+$191K	0.05%	167
2023 Q2	–	Sell	-1,095	Closed	-$152K	–	278
2023 Q1	$152K	Hold	1,095	–	–	0.04%	184
2022 Q4	$160K	Buy	+1,095	New	+$159K	0.04%	183

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

New Hampshire Trust's MTUM Position: Q2 2026 in Review

New Hampshire Trust reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 2.1% in Q2 2026, selling an estimated $7.16K and leaving 1,095 shares worth $375K. The position accounts for 0.07% of the portfolio, ranked #135.

New Hampshire Trust first reported a position in MTUM in Q4 2022 and has held it in 12 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

New Hampshire Trust held 1,095 shares of iShares MSCI USA Momentum Factor ETF worth $375K as of Q2 2026.
New Hampshire Trust sold 24 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $7.16K.
iShares MSCI USA Momentum Factor ETF made up 0.07% of New Hampshire Trust's portfolio in Q2 2026, its #135 holding.
New Hampshire Trust first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and has held it in 12 quarters since.
1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on New Hampshire Trust's 13F filing for Q2 2026, filed 27 Jul 2026.