NW
MTUM icon

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

NewEdge Wealth’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
-1,394
Closed -$349K – 1234
2025
Q4 		$349K Buy
1,394
+563
+68% +$141K ﹤0.01% 969
2025
Q3 		$208K Buy
+831
New +$204K ﹤0.01% 979

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

NewEdge Wealth's MTUM Position: Q1 2026 in Review

NewEdge Wealth sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2026, closing a stake of 1,394 shares — an estimated $349K sold.

NewEdge Wealth first reported a position in MTUM in Q3 2025 and held it in 2 quarters. The position peaked at $349K in Q4 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • NewEdge Wealth reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2026 after selling out during the quarter.
  • NewEdge Wealth sold 1,394 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $349K.
  • NewEdge Wealth first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2025 and held it in 2 quarters.
  • NewEdge Wealth's iShares MSCI USA Momentum Factor ETF position peaked at $349K in Q4 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.