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
2026 Q2	$35.1M	Buy	+102,412	New	+$30.6M	0.75%	29
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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BTI

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Oversea-Chinese Banking Corp (OCBC)'s MTUM Position: Q2 2026 in Review

Oversea-Chinese Banking Corp (OCBC) opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 102,412 shares worth $35.1M. The stake represents 0.75% of the portfolio and ranks #29 among its holdings. This is a return to the name: Oversea-Chinese Banking Corp (OCBC) previously reported a position in MTUM as recently as Q1 2025.

Oversea-Chinese Banking Corp (OCBC) first reported a position in MTUM in Q3 2023 and has held it in 8 quarters since. 1,211 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Oversea-Chinese Banking Corp (OCBC) held 102,412 shares of iShares MSCI USA Momentum Factor ETF worth $35.1M as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new Oversea-Chinese Banking Corp (OCBC) position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.75% of Oversea-Chinese Banking Corp (OCBC)'s portfolio in Q2 2026, its #29 holding.
Oversea-Chinese Banking Corp (OCBC) first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2023 and has held it in 8 quarters since.
1,211 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Oversea-Chinese Banking Corp (OCBC)'s 13F filing for Q2 2026, filed 11 Aug 2026.