Pine Valley Investments’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Pine Valley Investments’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	$176K	Buy	+513	New	+$153K	0.01%	580

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

BTI

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

SOMRS

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Pine Valley Investments's MTUM Position: Q2 2026 in Review

Pine Valley Investments opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 513 shares worth $176K. The stake represents 0.01% of the portfolio and ranks #580 among its holdings.

702 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Pine Valley Investments held 513 shares of iShares MSCI USA Momentum Factor ETF worth $176K as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new Pine Valley Investments position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.01% of Pine Valley Investments's portfolio in Q2 2026, its #580 holding.
702 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.