PCH
MTUM icon

PGIM Custom Harvest’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

PGIM Custom Harvest’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 		$1.11M Buy
4,621
+71
+2% +$17.8K 0.02% 126
2025
Q4 		$1.14M Sell
4,550
-347
-7% -$87.1K 0.02% 122
2025
Q3 		$1.26M Sell
4,897
-47
-1% -$11.5K 0.02% 117
2025
Q2 		$1.19M Buy
4,944
+132
+3% +$28.8K 0.02% 107
2025
Q1 		$973K Hold
4,812
– – 0.02% 112
2024
Q4 		$996K Buy
4,812
+1,007
+26% +$211K 0.02% 113
2024
Q3 		$772K Buy
3,805
+421
+12% +$81.5K 0.02% 130
2024
Q2 		$659K Buy
3,384
+729
+27% +$136K 0.01% 134
2024
Q1 		$497K Buy
+2,655
New +$463K 0.01% 137

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

PGIM Custom Harvest's MTUM Position: Q1 2026 in Review

PGIM Custom Harvest increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 1.6% in Q1 2026, buying an estimated $17.8K and bringing the position to 4,621 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #126.

PGIM Custom Harvest first reported a position in MTUM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.26M in Q3 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • PGIM Custom Harvest held 4,621 shares of iShares MSCI USA Momentum Factor ETF worth $1.11M as of Q1 2026.
  • PGIM Custom Harvest bought 71 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $17.8K.
  • iShares MSCI USA Momentum Factor ETF made up 0.02% of PGIM Custom Harvest's portfolio in Q1 2026, its #126 holding.
  • PGIM Custom Harvest first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2024 and has held it in 9 quarters since.
  • PGIM Custom Harvest's iShares MSCI USA Momentum Factor ETF position peaked at $1.26M in Q3 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on PGIM Custom Harvest's 13F filing for Q1 2026, filed 13 May 2026.