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Patten & Patten’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Patten & Patten’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 		$1.39M Buy
5,792
+90
+2% +$22.6K 0.08% 156
2025
Q4 		$1.43M Hold
5,702
– – 0.08% 156
2025
Q3 		$1.46M Buy
+5,702
New +$1.4M 0.09% 156

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 $18.9B AUM 27.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Patten & Patten's MTUM Position: Q1 2026 in Review

Patten & Patten increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 1.6% in Q1 2026, buying an estimated $22.6K and bringing the position to 5,792 shares worth $1.39M. The position accounts for 0.08% of the portfolio, ranked #156.

Patten & Patten first reported a position in MTUM in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.46M in Q3 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Patten & Patten held 5,792 shares of iShares MSCI USA Momentum Factor ETF worth $1.39M as of Q1 2026.
  • Patten & Patten bought 90 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $22.6K.
  • iShares MSCI USA Momentum Factor ETF made up 0.08% of Patten & Patten's portfolio in Q1 2026, its #156 holding.
  • Patten & Patten first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • Patten & Patten's iShares MSCI USA Momentum Factor ETF position peaked at $1.46M in Q3 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.