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

RiverTree Advisors’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
2025 Q4	–	Sell	-2,793	Closed	-$716K	–	63
2025 Q3	$716K	Sell	2,793 -637	-19%	-$156K	0.46%	42
2025 Q2	$824K	Buy	+3,430	New	+$748K	0.55%	40
2022 Q1	–	Sell	-32,284	Closed	-$5.87M	–	44
2021 Q4	$5.87M	Sell	32,284 -864	-3%	-$159K	3.76%	13
2021 Q3	$5.82M	Sell	33,148 -3,370	-9%	-$599K	3.97%	12
2021 Q2	$6.33M	Sell	36,518 -114	-0.3%	-$19.3K	4.29%	10
2021 Q1	$5.89M	Sell	36,632 -3,729	-9%	-$617K	4.13%	10
2020 Q4	$6.51M	Buy	+40,361	New	+$6.18M	5.2%	7

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

RiverTree Advisors's MTUM Position: Q4 2025 in Review

RiverTree Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2025, closing a stake of 2,793 shares — an estimated $716K sold.

RiverTree Advisors first reported a position in MTUM in Q4 2020 and held it in 7 quarters. The position peaked at $6.51M in Q4 2020. 1,053 funds tracked by Wall St. Rank hold MTUM as of Q4 2025.

RiverTree Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
RiverTree Advisors sold 2,793 iShares MSCI USA Momentum Factor ETF shares in Q4 2025, an estimated $716K.
RiverTree Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and held it in 7 quarters.
RiverTree Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $6.51M in Q4 2020.
1,053 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2025.

Based on RiverTree Advisors's 13F filing for Q4 2025, filed 15 Jan 2026.