Red Reef Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.24M Buy
14,436
+452
+3% +$33.7K 1.14% 33
2026
Q1
$839K Buy
13,984
+532
+4% +$33.4K 0.88% 36
2025
Q4
$842K Buy
+13,452
New +$844K 0.86% 39

Other funds holding MTUM

Red Reef Advisors's MTUM Position: Q2 2026 in Review

Red Reef Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 3.2% in Q2 2026, buying an estimated $33.7K and bringing the position to 14,436 shares worth $1.24M. The position accounts for 1.14% of the portfolio, ranked #33.

Red Reef Advisors first reported a position in MTUM in Q4 2025 and has held it in 3 quarters since. 1,215 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Red Reef Advisors held 14,436 shares of iShares MSCI USA Momentum Factor ETF worth $1.24M as of Q2 2026.
  • Red Reef Advisors bought 452 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $33.7K.
  • iShares MSCI USA Momentum Factor ETF made up 1.14% of Red Reef Advisors's portfolio in Q2 2026, its #33 holding.
  • Red Reef Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,215 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Red Reef Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.