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Richmond Investment Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Richmond Investment 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 		$987K Buy
4,112
+528
+15% +$133K 0.16% 91
2025
Q4 		$898K Buy
3,584
+454
+15% +$114K 0.16% 84
2025
Q3 		$803K Buy
3,130
+392
+14% +$96K 0.15% 100
2025
Q2 		$658K Buy
+2,738
New +$597K 0.14% 102

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

Richmond Investment Services's MTUM Position: Q1 2026 in Review

Richmond Investment Services increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 15% in Q1 2026, buying an estimated $133K and bringing the position to 4,112 shares worth $987K. The position accounts for 0.16% of the portfolio, ranked #91.

Richmond Investment Services first reported a position in MTUM in Q2 2025 and has held it in 4 quarters since. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Richmond Investment Services held 4,112 shares of iShares MSCI USA Momentum Factor ETF worth $987K as of Q1 2026.
  • Richmond Investment Services bought 528 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $133K.
  • iShares MSCI USA Momentum Factor ETF made up 0.16% of Richmond Investment Services's portfolio in Q1 2026, its #91 holding.
  • Richmond Investment Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.