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Prudent Investors Network’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Prudent Investors Network’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 		$30.8M Buy
89,724
+20,583
+30% +$6.14M 5.96% 7
2026
Q1 		$16.6M Sell
69,141
-171
-0.2% -$43K 3.61% 11
2025
Q4 		$17.3M Sell
69,312
-4,486
-6% -$1.13M 3.98% 9
2025
Q3 		$18.9M Buy
73,798
+968
+1% +$237K 4.64% 9
2025
Q2 		$17.5M Buy
72,830
+414
+0.6% +$90.3K 4.72% 9
2025
Q1 		$14.6M Sell
72,416
-9,450
-12% -$2.02M 4.17% 10
2024
Q4 		$16.9M Buy
81,866
+3,885
+5% +$814K 4.96% 9
2024
Q3 		$15.8M Sell
77,981
-1,204
-2% -$233K 4.85% 9
2024
Q2 		$15.4M Buy
79,185
+1,367
+2% +$255K 5.58% 5
2024
Q1 		$14.6M Buy
+77,818
New +$13.6M 5.5% 6
2023
Q3 		$8.93M Buy
63,920
+4,654
+8% +$672K 4.18% 9
2023
Q2 		$8.55M Sell
59,266
-1,349
-2% -$190K 4.03% 10
2023
Q1 		$8.43M Sell
60,615
-8,149
-12% -$1.15M 4% 10
2022
Q4 		$10M Sell
68,764
-62,178
-47% -$9.02M 4.74% 11
2022
Q3 		$17.2M Buy
130,942
+95
+0.1% +$13.3K 9.09% 4
2022
Q2 		$17.8M Buy
130,847
+24,183
+23% +$3.55M 9.27% 4
2022
Q1 		$17.9M Sell
106,664
-20,376
-16% -$3.35M 8.34% 5
2021
Q4 		$23.1M Buy
127,040
+3,992
+3% +$736K 10.88% 3
2021
Q3 		$21.6M Buy
123,048
+1,740
+1% +$309K 10.82% 1
2021
Q2 		$21M Buy
121,308
+7,342
+6% +$1.24M 10.67% 1
2021
Q1 		$18.3M Buy
113,966
+8,116
+8% +$1.34M 10.35% 2
2020
Q4 		$17.1M Sell
105,850
-11,241
-10% -$1.72M 10.36% 3
2020
Q3 		$17.3M Sell
117,091
-26,488
-18% -$3.78M 11.43% 4
2020
Q2 		$18.8M Sell
143,579
-20,997
-13% -$2.54M 12.76% 3
2020
Q1 		$17.5M Buy
164,576
+16,165
+11% +$2M 13.43% 2
2019
Q4 		$18.6M Buy
+148,411
New +$18M 16.54% 1

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 22.96% 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

Prudent Investors Network's MTUM Position: Q2 2026 in Review

Prudent Investors Network increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 30% in Q2 2026, buying an estimated $6.14M and bringing the position to 89,724 shares worth $30.8M. The position accounts for 5.96% of the portfolio, ranked #7.

Prudent Investors Network first reported a position in MTUM in Q4 2019 and has held it in 26 quarters since. 1,200 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Prudent Investors Network held 89,724 shares of iShares MSCI USA Momentum Factor ETF worth $30.8M as of Q2 2026.
  • Prudent Investors Network bought 20,583 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $6.14M.
  • iShares MSCI USA Momentum Factor ETF made up 5.96% of Prudent Investors Network's portfolio in Q2 2026, its #7 holding.
  • Prudent Investors Network first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,200 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Prudent Investors Network's 13F filing for Q2 2026, filed 13 Aug 2026.