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Rede Wealth’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Rede Wealth’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 		$301K Sell
1,253
-25
-2% -$6.28K 0.11% 86
2025
Q4 		$320K Buy
+1,278
New +$321K 0.11% 86
2025
Q3 		– Sell
-1,285
Closed -$309K – 154
2025
Q2 		$309K Sell
1,285
-17
-1% -$3.71K 0.11% 86
2025
Q1 		$263K Sell
1,302
-42
-3% -$8.97K 0.09% 92
2024
Q4 		$278K Sell
1,344
-63
-4% -$13.2K 0.11% 93
2024
Q3 		$285K Sell
1,407
-26
-2% -$5.04K 0.11% 86
2024
Q2 		$279K Sell
1,433
-61
-4% -$11.4K 0.26% 84
2024
Q1 		$280K Sell
1,494
-62
-4% -$10.8K 0.12% 81
2023
Q4 		$244K Sell
1,556
-252
-14% -$37K 0.12% 85
2023
Q3 		$253K Sell
1,808
-31
-2% -$4.47K 0.13% 68
2023
Q2 		$265K Sell
1,839
-133
-7% -$18.7K 0.13% 80
2023
Q1 		$274K Sell
1,972
-285
-13% -$40.2K 0.14% 77
2022
Q4 		$329K Sell
2,257
-523
-19% -$75.9K 0.18% 67
2022
Q3 		$365K Sell
2,780
-456
-14% -$63.9K 0.22% 58
2022
Q2 		$441K Sell
3,236
-3,578
-53% -$525K 0.26% 51
2022
Q1 		$1.15M Sell
6,814
-83
-1% -$13.7K 0.54% 20
2021
Q4 		$1.25M Sell
6,897
-53
-0.8% -$9.77K 0.63% 21
2021
Q3 		$1.22M Sell
6,950
-69
-1% -$12.3K 0.65% 20
2021
Q2 		$1.22M Buy
7,019
+543
+8% +$92K 0.65% 19
2021
Q1 		$1.04M Buy
6,476
+310
+5% +$51.3K 0.6% 25
2020
Q4 		$995K Buy
+6,166
New +$945K 0.68% 19

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

Rede Wealth's MTUM Position: Q1 2026 in Review

Rede Wealth reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 2% in Q1 2026, selling an estimated $6.28K and leaving 1,253 shares worth $301K. The position accounts for 0.11% of the portfolio, ranked #86.

Rede Wealth first reported a position in MTUM in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.25M in Q4 2021. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Rede Wealth held 1,253 shares of iShares MSCI USA Momentum Factor ETF worth $301K as of Q1 2026.
  • Rede Wealth sold 25 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $6.28K.
  • iShares MSCI USA Momentum Factor ETF made up 0.11% of Rede Wealth's portfolio in Q1 2026, its #86 holding.
  • Rede Wealth first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and has held it in 21 quarters since.
  • Rede Wealth's iShares MSCI USA Momentum Factor ETF position peaked at $1.25M in Q4 2021.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Rede Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.