Royal Harbor Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Royal Harbor 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	$275K	Hold	1,146	–	–	0.09%	46
2025 Q4	$287K	Hold	1,146	–	–	0.09%	42
2025 Q3	$294K	Hold	1,146	–	–	0.1%	41
2025 Q2	$275K	Hold	1,146	–	–	0.1%	42
2025 Q1	$232K	Hold	1,146	–	–	0.09%	44
2024 Q4	$237K	Hold	1,146	–	–	0.09%	43
2024 Q3	$232K	Hold	1,146	–	–	0.09%	44
2024 Q2	$223K	Hold	1,146	–	–	0.09%	47
2024 Q1	$215K	Buy	+1,146	New	+$200K	0.09%	52
2022 Q2	–	Sell	-1,282	Closed	-$216K	–	79
2022 Q1	$216K	Hold	1,282	–	–	0.14%	77
2021 Q4	$233K	Hold	1,282	–	–	0.15%	75
2021 Q3	$225K	Hold	1,282	–	–	0.16%	79
2021 Q2	$222K	Hold	1,282	–	–	0.15%	73
2021 Q1	$206K	Hold	1,282	–	–	0.16%	72
2020 Q4	$207K	Buy	+1,282	New	+$196K	0.17%	83

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

Royal Harbor Partners's MTUM Position: Q1 2026 in Review

Royal Harbor Partners held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q1 2026 at 1,146 shares worth $275K. The position accounts for 0.09% of the portfolio, ranked #46.

Royal Harbor Partners first reported a position in MTUM in Q4 2020 and has held it in 15 quarters since. The position peaked at $294K in Q3 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

Royal Harbor Partners held 1,146 shares of iShares MSCI USA Momentum Factor ETF worth $275K as of Q1 2026.
Royal Harbor Partners left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Momentum Factor ETF made up 0.09% of Royal Harbor Partners's portfolio in Q1 2026, its #46 holding.
Royal Harbor Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and has held it in 15 quarters since.
Royal Harbor Partners's iShares MSCI USA Momentum Factor ETF position peaked at $294K in Q3 2025.
1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

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