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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Richardson Financial Services's MTUM Position: Q1 2026 in Review

Richardson Financial Services reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 24% in Q1 2026, selling an estimated $25.9K and leaving 319 shares worth $76.6K. The position accounts for 0.05% of the portfolio, ranked #249.

Richardson Financial Services first reported a position in MTUM in Q4 2023 and has held it in 10 quarters since. The position peaked at $166K in Q2 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

Richardson Financial Services held 319 shares of iShares MSCI USA Momentum Factor ETF worth $76.6K as of Q1 2026.
Richardson Financial Services sold 103 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $25.9K.
iShares MSCI USA Momentum Factor ETF made up 0.05% of Richardson Financial Services's portfolio in Q1 2026, its #249 holding.
Richardson Financial Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's iShares MSCI USA Momentum Factor ETF position peaked at $166K in Q2 2025.
1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.