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Root Financial Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Root Financial Partners’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 		$242K Sell
1,006
-22
-2% -$5.53K 0.01% 296
2025
Q4 		$257K Sell
1,028
-32
-3% -$8.03K 0.01% 251
2025
Q3 		$272K Buy
+1,060
New +$260K 0.02% 223

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

Root Financial Partners's MTUM Position: Q1 2026 in Review

Root Financial Partners reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 2.1% in Q1 2026, selling an estimated $5.53K and leaving 1,006 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #296.

Root Financial Partners first reported a position in MTUM in Q3 2025 and has held it in 3 quarters since. The position peaked at $272K in Q3 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Root Financial Partners held 1,006 shares of iShares MSCI USA Momentum Factor ETF worth $242K as of Q1 2026.
  • Root Financial Partners sold 22 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $5.53K.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #296 holding.
  • Root Financial Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's iShares MSCI USA Momentum Factor ETF position peaked at $272K in Q3 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.