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PW Nova Financial Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

PW Nova Financial Services’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 		$7.17M Sell
29,883
-74
-0.2% -$18.6K 1.8% 10
2025
Q4 		$7.57M Buy
+29,957
New +$7.52M 2.87% 8

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

PW Nova Financial Services's MTUM Position: Q1 2026 in Review

PW Nova Financial Services reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.25% in Q1 2026, selling an estimated $18.6K and leaving 29,883 shares worth $7.17M. The position accounts for 1.8% of the portfolio, ranked #10.

PW Nova Financial Services first reported a position in MTUM in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.57M in Q4 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • PW Nova Financial Services held 29,883 shares of iShares MSCI USA Momentum Factor ETF worth $7.17M as of Q1 2026.
  • PW Nova Financial Services sold 74 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $18.6K.
  • iShares MSCI USA Momentum Factor ETF made up 1.8% of PW Nova Financial Services's portfolio in Q1 2026, its #10 holding.
  • PW Nova Financial Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • PW Nova Financial Services's iShares MSCI USA Momentum Factor ETF position peaked at $7.57M in Q4 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on PW Nova Financial Services's 13F filing for Q1 2026, filed 16 Apr 2026.