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RCS Financial Planning’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

RCS Financial Planning’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 		$279K Sell
1,161
-5,323
-82% -$1.34M 0.14% 88
2025
Q4 		$1.62M Buy
6,484
+2,303
+55% +$578K 0.7% 31
2025
Q3 		$1.07M Buy
4,181
+356
+9% +$87.2K 0.47% 39
2025
Q2 		$919K Buy
3,825
+377
+11% +$82.2K 0.46% 39
2025
Q1 		$697K Buy
3,448
+120
+4% +$25.6K 0.37% 46
2024
Q4 		$689K Buy
+3,328
New +$697K 0.37% 42
2023
Q1 		– Sell
-2,107
Closed -$307K – 51
2022
Q4 		$307K Buy
+2,107
New +$306K 0.3% 46

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

RCS Financial Planning's MTUM Position: Q1 2026 in Review

RCS Financial Planning reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 82% in Q1 2026, selling an estimated $1.34M and leaving 1,161 shares worth $279K. The position accounts for 0.14% of the portfolio, ranked #88.

RCS Financial Planning first reported a position in MTUM in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.62M in Q4 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • RCS Financial Planning held 1,161 shares of iShares MSCI USA Momentum Factor ETF worth $279K as of Q1 2026.
  • RCS Financial Planning sold 5,323 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $1.34M.
  • iShares MSCI USA Momentum Factor ETF made up 0.14% of RCS Financial Planning's portfolio in Q1 2026, its #88 holding.
  • RCS Financial Planning first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and has held it in 7 quarters since.
  • RCS Financial Planning's iShares MSCI USA Momentum Factor ETF position peaked at $1.62M in Q4 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.