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New York Life Investment Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

New York Life Investment Management’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 		$62.4M Buy
181,964
+26,801
+17% +$8M 0.44% 45
2026
Q1 		$37.2M Sell
155,163
-11,529
-7% -$2.9M 0.32% 58
2025
Q4 		$41.7M Buy
166,692
+15,382
+10% +$3.86M 0.36% 53
2025
Q3 		$38.8M Buy
151,310
+35,939
+31% +$8.8M 0.34% 53
2025
Q2 		$27.7M Sell
115,371
-10,585
-8% -$2.31M 0.26% 76
2025
Q1 		$25.5M Buy
125,956
+9,117
+8% +$1.95M 0.26% 73
2024
Q4 		$24.2M Sell
116,839
-6,711
-5% -$1.41M 0.24% 79
2024
Q3 		$25.1M Buy
123,550
+45,744
+59% +$8.86M 0.24% 80
2024
Q2 		$15.2M Buy
77,806
+59,732
+330% +$11.1M 0.15% 138
2024
Q1 		$3.39M Buy
+18,074
New +$3.15M 0.03% 425
2023
Q2 		– Sell
-43,799
Closed -$6.09M – 1336
2023
Q1 		$6.09M Sell
43,799
-23,578
-35% -$3.33M 0.07% 288
2022
Q4 		$9.83M Sell
67,377
-5,821
-8% -$844K 0.11% 193
2022
Q3 		$9.6M Buy
73,198
+4,202
+6% +$589K 0.12% 184
2022
Q2 		$9.41M Buy
+68,996
New +$10.1M 0.11% 194

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

New York Life Investment Management's MTUM Position: Q2 2026 in Review

New York Life Investment Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 17% in Q2 2026, buying an estimated $8M and bringing the position to 181,964 shares worth $62.4M. The position accounts for 0.44% of the portfolio, ranked #45.

New York Life Investment Management first reported a position in MTUM in Q2 2022 and has held it in 14 quarters since. 975 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • New York Life Investment Management held 181,964 shares of iShares MSCI USA Momentum Factor ETF worth $62.4M as of Q2 2026.
  • New York Life Investment Management bought 26,801 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $8M.
  • iShares MSCI USA Momentum Factor ETF made up 0.44% of New York Life Investment Management's portfolio in Q2 2026, its #45 holding.
  • New York Life Investment Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2022 and has held it in 14 quarters since.
  • 975 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.