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Pinion Investment Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Pinion Investment Advisors’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 		$3.16M Buy
+13,152
New +$3.3M 0.74% 33
2020
Q4 		– Sell
-2,456
Closed -$322K – 139
2020
Q3 		$322K Hold
2,456
– – 0.49% 80
2020
Q2 		$322K Buy
+2,456
New +$297K 0.49% 80

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 $9.54B AUM 19.86% 1-Year Est. Return

Pinion Investment Advisors's MTUM Position: Q1 2026 in Review

Pinion Investment Advisors opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2026: 13,152 shares worth $3.16M. The stake represents 0.74% of the portfolio and ranks #33 among its holdings. This is a return to the name: Pinion Investment Advisors previously reported a position in MTUM as recently as Q3 2020.

Pinion Investment Advisors first reported a position in MTUM in Q2 2020 and has held it in 3 quarters since. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Pinion Investment Advisors held 13,152 shares of iShares MSCI USA Momentum Factor ETF worth $3.16M as of Q1 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Pinion Investment Advisors position in Q1 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.74% of Pinion Investment Advisors's portfolio in Q1 2026, its #33 holding.
  • Pinion Investment Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2020 and has held it in 3 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.