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Parkside Financial Bank & Trust’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Parkside Financial Bank & Trust’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 		$143K Buy
418
+59
+16% +$17.6K 0.01% 607
2026
Q1 		$86.2K Buy
359
+4
+1% +$1K 0.01% 748
2025
Q4 		$88.9K Buy
355
+9
+3% +$2.26K 0.01% 730
2025
Q3 		$88.7K Hold
346
– – 0.01% 712
2025
Q2 		$83.2K Sell
346
-100
-22% -$21.8K 0.01% 724
2025
Q1 		$90.2K Buy
446
+31
+7% +$6.62K 0.01% 620
2024
Q4 		$85.9K Hold
415
– – 0.01% 627
2024
Q3 		$84.1K Hold
415
– – 0.01% 603
2024
Q2 		$80.9K Hold
415
– – 0.01% 573
2024
Q1 		$77.8K Sell
415
-23
-5% -$4.01K 0.01% 598
2023
Q4 		$68.7K Buy
438
+23
+6% +$3.38K 0.01% 594
2023
Q3 		$58K Hold
415
– – 0.01% 574
2023
Q2 		$59.9K Sell
415
-238
-36% -$33.5K 0.01% 548
2023
Q1 		$90.8K Buy
653
+177
+37% +$25K 0.02% 417
2022
Q4 		$69.5K Buy
476
+238
+100% +$34.5K 0.02% 478
2022
Q3 		$31K Buy
238
+220
+1,222% +$30.9K 0.01% 656
2022
Q2 		$2K Buy
+18
New +$2.64K ﹤0.01% 1594

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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

Parkside Financial Bank & Trust's MTUM Position: Q2 2026 in Review

Parkside Financial Bank & Trust increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 16% in Q2 2026, buying an estimated $17.6K and bringing the position to 418 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #607.

Parkside Financial Bank & Trust first reported a position in MTUM in Q2 2022 and has held it in 17 quarters since. 1,211 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Parkside Financial Bank & Trust held 418 shares of iShares MSCI USA Momentum Factor ETF worth $143K as of Q2 2026.
  • Parkside Financial Bank & Trust bought 59 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $17.6K.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #607 holding.
  • Parkside Financial Bank & Trust first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.