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OneDigital Investment Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

OneDigital Investment Advisors’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 		$101M Buy
422,147
+19,152
+5% +$4.81M 0.99% 22
2025
Q4 		$101M Buy
402,995
+132,109
+49% +$33.2M 0.99% 23
2025
Q3 		$69.5M Buy
270,886
+2,349
+0.9% +$575K 0.71% 32
2025
Q2 		$64.5M Sell
268,537
-28,109
-9% -$6.13M 0.72% 33
2025
Q1 		$60M Sell
296,646
-2,778
-0.9% -$594K 0.71% 33
2024
Q4 		$62M Buy
299,424
+174,257
+139% +$36.5M 0.72% 28
2024
Q3 		$25.4M Sell
125,167
-3,377
-3% -$654K 0.29% 66
2024
Q2 		$25M Buy
128,544
+12,638
+11% +$2.36M 0.31% 61
2024
Q1 		$21.7M Sell
115,906
-86,909
-43% -$15.2M 0.34% 61
2023
Q4 		$31.8M Buy
202,815
+30,293
+18% +$4.45M 0.56% 41
2023
Q3 		$24.1M Buy
172,522
+26,573
+18% +$3.84M 0.52% 45
2023
Q2 		$21.1M Sell
145,949
-7,934
-5% -$1.12M 0.47% 50
2023
Q1 		$21.4M Sell
153,883
-123,993
-45% -$17.5M 0.5% 50
2022
Q4 		$40.6M Buy
277,876
+224,248
+418% +$32.5M 1.18% 17
2022
Q3 		$7.04M Buy
53,628
+40,785
+318% +$5.72M 0.26% 63
2022
Q2 		$1.75M Buy
12,843
+2,284
+22% +$335K 0.08% 173
2022
Q1 		$1.78M Buy
10,559
+41
+0.4% +$6.75K 0.07% 184
2021
Q4 		$1.91M Sell
10,518
-100
-0.9% -$18.4K 0.07% 177
2021
Q3 		$1.86M Buy
10,618
+1,104
+12% +$196K 0.07% 169
2021
Q2 		$1.65M Sell
9,514
-8
-0.1% -$1.35K 0.07% 185
2021
Q1 		$1.53M Sell
9,522
-339
-3% -$56K 0.07% 188
2020
Q4 		$1.59M Sell
9,861
-113
-1% -$17.3K 0.08% 169
2020
Q3 		$1.47M Sell
9,974
-3,712
-27% -$530K 0.1% 160
2020
Q2 		$1.79M Sell
13,686
-4,403
-24% -$533K 0.13% 146
2020
Q1 		$1.93M Buy
18,089
+15,935
+740% +$1.97M 0.17% 117
2019
Q4 		$270K Buy
2,154
+1
+0% +$121 0.02% 442
2019
Q3 		$257K Buy
+2,153
New +$260K 0.02% 426

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 $22.6B AUM 40.24% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

OneDigital Investment Advisors's MTUM Position: Q1 2026 in Review

OneDigital Investment Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 4.8% in Q1 2026, buying an estimated $4.81M and bringing the position to 422,147 shares worth $101M. The position accounts for 0.99% of the portfolio, ranked #22.

OneDigital Investment Advisors first reported a position in MTUM in Q3 2019 and has held it in 27 quarters since. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • OneDigital Investment Advisors held 422,147 shares of iShares MSCI USA Momentum Factor ETF worth $101M as of Q1 2026.
  • OneDigital Investment Advisors bought 19,152 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $4.81M.
  • iShares MSCI USA Momentum Factor ETF made up 0.99% of OneDigital Investment Advisors's portfolio in Q1 2026, its #22 holding.
  • OneDigital Investment Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2019 and has held it in 27 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.