Nomura Asset Management
MTUM icon

Nomura Asset Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Nomura Asset 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
2025
Q4 		– Sell
-3,600
Closed -$923K – 1530
2025
Q3 		$923K Buy
3,600
+1,360
+61% +$333K ﹤0.01% 757
2025
Q2 		$538K Buy
+2,240
New +$489K ﹤0.01% 792
2024
Q3 		– Sell
-9,225
Closed -$1.8M – 1507
2024
Q2 		$1.8M Buy
9,225
+1,290
+16% +$241K 0.01% 727
2024
Q1 		$1.49M Buy
+7,935
New +$1.38M 0.01% 753
2021
Q3 		– Sell
-8,225
Closed -$1.43M – 1007
2021
Q2 		$1.43M Buy
+8,225
New +$1.39M 0.01% 811

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Nomura Asset Management's MTUM Position: Q4 2025 in Review

Nomura Asset Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2025, closing a stake of 3,600 shares — an estimated $923K sold.

Nomura Asset Management first reported a position in MTUM in Q2 2021 and held it in 5 quarters. The position peaked at $1.8M in Q2 2024. 1,054 funds tracked by Wall St. Rank hold MTUM as of Q4 2025.

  • Nomura Asset Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Nomura Asset Management sold 3,600 iShares MSCI USA Momentum Factor ETF shares in Q4 2025, an estimated $923K.
  • Nomura Asset Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2021 and held it in 5 quarters.
  • Nomura Asset Management's iShares MSCI USA Momentum Factor ETF position peaked at $1.8M in Q2 2024.
  • 1,054 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2025.

Based on Nomura Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.