Northwestern Mutual Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Northwestern Mutual Wealth 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 Q1	$92.2M	Buy	384,032 +19,811	+5%	+$4.98M	0.06%	168
2025 Q4	$91.2M	Buy	364,221 +68,443	+23%	+$17.2M	0.06%	168
2025 Q3	$75.9M	Buy	295,778 +48,352	+20%	+$11.8M	0.05%	190
2025 Q2	$59.5M	Buy	247,426 +2,785	+1%	+$608K	0.04%	206
2025 Q1	$49.4M	Buy	244,641 +7,878	+3%	+$1.68M	0.04%	215
2024 Q4	$49M	Buy	236,763 +86,619	+58%	+$18.1M	0.04%	202
2024 Q3	$30.4M	Sell	150,144 -52,996	-26%	-$10.3M	0.03%	268
2024 Q2	$39.6M	Buy	203,140 +4,802	+2%	+$896K	0.04%	229
2024 Q1	$37.2M	Buy	198,338 +3,097	+2%	+$541K	0.04%	239
2023 Q4	$30.6M	Buy	195,241 +1,424	+0.7%	+$209K	0.03%	244
2023 Q3	$27.1M	Buy	193,817 +2,271	+1%	+$328K	0.04%	240
2023 Q2	$27.6M	Sell	191,546 -4,547	-2%	-$639K	0.04%	240
2023 Q1	$27.3M	Sell	196,093 -9,192	-4%	-$1.3M	0.04%	222
2022 Q4	$30M	Buy	205,285 +24,124	+13%	+$3.5M	0.05%	203
2022 Q3	$23.8M	Sell	181,161 -138,744	-43%	-$19.5M	0.04%	205
2022 Q2	$43.6M	Buy	319,905 +1,283	+0.4%	+$188K	0.08%	132
2022 Q1	$53.6M	Sell	318,622 -27,426	-8%	-$4.51M	0.09%	117
2021 Q4	$62.9M	Buy	346,048 +10,013	+3%	+$1.85M	0.1%	98
2021 Q3	$59M	Buy	336,035 +23,102	+7%	+$4.11M	0.11%	93
2021 Q2	$54.3M	Buy	312,933 +18,145	+6%	+$3.07M	0.1%	99
2021 Q1	$47.4M	Sell	294,788 -5,384	-2%	-$890K	0.1%	98
2020 Q4	$48.4M	Buy	300,172 +37,063	+14%	+$5.68M	0.11%	90
2020 Q3	$38.8M	Buy	263,109 +21,941	+9%	+$3.13M	0.1%	94
2020 Q2	$31.6M	Sell	241,168 -12,009	-5%	-$1.45M	0.1%	101
2020 Q1	$27M	Buy	253,177 +11,171	+5%	+$1.38M	0.1%	96
2019 Q4	$30.4M	Buy	242,006 +25,756	+12%	+$3.13M	0.1%	89
2019 Q3	$25.8M	Buy	216,250 +67,551	+45%	+$8.14M	0.1%	97
2019 Q2	$17.6M	Buy	148,699 +5,581	+4%	+$639K	0.07%	127
2019 Q1	$16.1M	Buy	143,118 +12,143	+9%	+$1.31M	0.07%	128
2018 Q4	$13.1M	Buy	130,975 +18,607	+17%	+$1.99M	0.07%	140
2018 Q3	$13.4M	Buy	112,368 +1,679	+2%	+$193K	0.07%	140
2018 Q2	$12.1M	Buy	110,689 +37,104	+50%	+$4.06M	0.07%	139
2018 Q1	$7.79M	Buy	73,585 +35,263	+92%	+$3.84M	0.05%	180
2017 Q4	$3.95M	Buy	38,322 +33,564	+705%	+$3.38M	0.03%	216
2017 Q3	$455K	Buy	4,758 +1,107	+30%	+$102K	﹤0.01%	503
2017 Q2	$325K	Buy	3,651 +519	+17%	+$44.9K	﹤0.01%	569
2017 Q1	$259K	Buy	3,132 +1,115	+55%	+$89.2K	﹤0.01%	594
2016 Q4	$153K	Buy	+2,017	New	+$153K	﹤0.01%	705
2016 Q3	–	Sell	-1,284	Closed	-$98K	–	1021
2016 Q2	$98K	Buy	1,284 +934	+267%	+$69.1K	﹤0.01%	736
2016 Q1	$26K	Buy	350 +215	+159%	+$15K	﹤0.01%	1091
2015 Q4	$10K	Buy	+135	New	+$9.8K	﹤0.01%	1169

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Northwestern Mutual Wealth Management's MTUM Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 5.4% in Q1 2026, buying an estimated $4.98M and bringing the position to 384,032 shares worth $92.2M. The position accounts for 0.06% of the portfolio, ranked #168.

Northwestern Mutual Wealth Management first reported a position in MTUM in Q4 2015 and has held it in 41 quarters since. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

Northwestern Mutual Wealth Management held 384,032 shares of iShares MSCI USA Momentum Factor ETF worth $92.2M as of Q1 2026.
Northwestern Mutual Wealth Management bought 19,811 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $4.98M.
iShares MSCI USA Momentum Factor ETF made up 0.06% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #168 holding.
Northwestern Mutual Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2015 and has held it in 41 quarters since.
1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.