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

Richardson 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
Q2 		$187K Buy
545
+226
+71% +$67.4K 0.11% 174
2026
Q1 		$76.6K Sell
319
-103
-24% -$25.9K 0.05% 249
2025
Q4 		$106K Buy
422
+5
+1% +$1.25K 0.03% 221
2025
Q3 		$107K Sell
417
-286
-41% -$70K 0.07% 206
2025
Q2 		$166K Buy
703
+289
+70% +$63K 0.11% 162
2025
Q1 		$83.7K Buy
414
+35
+9% +$7.48K 0.06% 197
2024
Q4 		$78.8K Buy
379
+25
+7% +$5.24K 0.06% 211
2024
Q3 		$69K Hold
354
– – 0.04% 231
2024
Q2 		$69K Sell
354
-108
-23% -$20.2K 0.05% 220
2024
Q1 		$86.6K Buy
462
+104
+29% +$18.2K 0.06% 204
2023
Q4 		$56.2K Buy
+358
New +$52.5K 0.05% 204

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Richardson Financial Services's MTUM Position: Q2 2026 in Review

Richardson Financial Services increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 71% in Q2 2026, buying an estimated $67.4K and bringing the position to 545 shares worth $187K. The position accounts for 0.11% of the portfolio, ranked #174.

Richardson Financial Services first reported a position in MTUM in Q4 2023 and has held it in 11 quarters since. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Richardson Financial Services held 545 shares of iShares MSCI USA Momentum Factor ETF worth $187K as of Q2 2026.
  • Richardson Financial Services bought 226 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $67.4K.
  • iShares MSCI USA Momentum Factor ETF made up 0.11% of Richardson Financial Services's portfolio in Q2 2026, its #174 holding.
  • Richardson Financial Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.