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

Markowski 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	$1.71K	Buy	+5	New	+$1.49K	﹤0.01%	553

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SOMRS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EWM

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

Markowski Investments's MTUM Position: Q2 2026 in Review

Markowski Investments opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 5 shares worth $1.71K. The stake represents ﹤0.01% of the portfolio and ranks #553 among its holdings.

1,045 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Markowski Investments held 5 shares of iShares MSCI USA Momentum Factor ETF worth $1.71K as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new Markowski Investments position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Markowski Investments's portfolio in Q2 2026, its #553 holding.
1,045 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Markowski Investments's 13F filing for Q2 2026, filed 13 Aug 2026.