Oversea-Chinese Banking Corp (OCBC)’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Oversea-Chinese Banking Corp (OCBC)’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 Q2	–	Sell	-56,981	Closed	-$11.5M	–	386
2025 Q1	$11.5M	Hold	56,981	–	–	0.33%	65
2024 Q4	$11.8M	Sell	56,981 -5,033	-8%	-$1.05M	0.33%	63
2024 Q3	$12.6M	Buy	62,014 +10,831	+21%	+$2.1M	0.35%	63
2024 Q2	$9.97M	Buy	51,183 +26,429	+107%	+$4.93M	0.29%	70
2024 Q1	$4.64M	Buy	24,754 +4,120	+20%	+$719K	0.14%	122
2023 Q4	$3.24M	Hold	20,634	–	–	0.11%	126
2023 Q3	$2.88M	Buy	+20,634	New	+$2.98M	0.13%	123

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

BTI

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

Oversea-Chinese Banking Corp (OCBC)'s MTUM Position: Q2 2025 in Review

Oversea-Chinese Banking Corp (OCBC) sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2025, closing a stake of 56,981 shares — an estimated $11.5M sold.

Oversea-Chinese Banking Corp (OCBC) first reported a position in MTUM in Q3 2023 and held it in 7 quarters. The position peaked at $12.6M in Q3 2024. 955 funds tracked by Wall St. Rank hold MTUM as of Q2 2025.

Oversea-Chinese Banking Corp (OCBC) reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2025 after selling out during the quarter.
Oversea-Chinese Banking Corp (OCBC) sold 56,981 iShares MSCI USA Momentum Factor ETF shares in Q2 2025, an estimated $11.5M.
Oversea-Chinese Banking Corp (OCBC) first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2023 and held it in 7 quarters.
Oversea-Chinese Banking Corp (OCBC)'s iShares MSCI USA Momentum Factor ETF position peaked at $12.6M in Q3 2024.
955 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2025.

Based on Oversea-Chinese Banking Corp (OCBC)'s 13F filing for Q2 2025, filed 1 Aug 2025.