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

Nilsine Partners’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 		$1.01M Buy
2,947
+80
+3% +$23.9K 0.07% 229
2026
Q1 		$805K Sell
2,867
-6,540
-70% -$1.64M 0.06% 237
2025
Q4 		$2.35M Buy
9,407
+263
+3% +$66K 0.2% 115
2025
Q3 		$2.34M Sell
9,144
-127
-1% -$31.1K 0.21% 116
2025
Q2 		$2.23M Buy
9,271
+1,644
+22% +$359K 0.23% 113
2025
Q1 		$1.54M Buy
+7,627
New +$1.63M 0.17% 128

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Nilsine Partners's MTUM Position: Q2 2026 in Review

Nilsine Partners increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 2.8% in Q2 2026, buying an estimated $23.9K and bringing the position to 2,947 shares worth $1.01M. The position accounts for 0.07% of the portfolio, ranked #229.

Nilsine Partners first reported a position in MTUM in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.35M in Q4 2025. 404 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Nilsine Partners held 2,947 shares of iShares MSCI USA Momentum Factor ETF worth $1.01M as of Q2 2026.
  • Nilsine Partners bought 80 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $23.9K.
  • iShares MSCI USA Momentum Factor ETF made up 0.07% of Nilsine Partners's portfolio in Q2 2026, its #229 holding.
  • Nilsine Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • Nilsine Partners's iShares MSCI USA Momentum Factor ETF position peaked at $2.35M in Q4 2025.
  • 404 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Nilsine Partners's 13F filing for Q2 2026, filed 24 Jul 2026.