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

Sage Mountain 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
Q3 		– Sell
-31
Closed -$7.45K – 563
2025
Q2 		$7.45K Sell
31
-7
-18% -$1.53K ﹤0.01% 490
2025
Q1 		$7.68K Hold
38
– – ﹤0.01% 486
2024
Q4 		$7.86K Sell
38
-2
-5% -$419 ﹤0.01% 469
2024
Q3 		$8.11K Hold
40
– – ﹤0.01% 476
2024
Q2 		$7.79K Sell
40
-26
-39% -$4.85K ﹤0.01% 415
2024
Q1 		$12.4K Buy
66
+48
+267% +$8.38K ﹤0.01% 385
2023
Q4 		$2.82K Hold
18
– – ﹤0.01% 346
2023
Q3 		$2.52K Sell
18
-88
-83% -$12.7K ﹤0.01% 350
2023
Q2 		$15.3K Hold
106
– – ﹤0.01% 320
2023
Q1 		$14.7K Sell
106
-1,583
-94% -$223K ﹤0.01% 304
2022
Q4 		$246K Buy
1,689
+1,436
+568% +$208K 0.06% 136
2022
Q3 		$33K Sell
253
-179
-41% -$25.1K 0.01% 314
2022
Q2 		$59K Sell
432
-1,443
-77% -$212K 0.01% 535
2022
Q1 		$316K Sell
1,875
-127
-6% -$20.9K 0.05% 371
2021
Q4 		$364K Sell
2,002
-80
-4% -$14.7K 0.04% 396
2021
Q3 		$366K Sell
2,082
-30
-1% -$5.33K 0.05% 322
2021
Q2 		$366K Buy
2,112
+353
+20% +$59.8K 0.06% 284
2021
Q1 		$283K Buy
+1,759
New +$291K 0.06% 242

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sage Mountain Advisors's MTUM Position: Q3 2025 in Review

Sage Mountain Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2025, closing a stake of 31 shares — an estimated $7.45K sold.

Sage Mountain Advisors first reported a position in MTUM in Q1 2021 and held it in 18 quarters. The position peaked at $366K in Q3 2021. 981 funds tracked by Wall St. Rank hold MTUM as of Q3 2025.

  • Sage Mountain Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Sage Mountain Advisors sold 31 iShares MSCI USA Momentum Factor ETF shares in Q3 2025, an estimated $7.45K.
  • Sage Mountain Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2021 and held it in 18 quarters.
  • Sage Mountain Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $366K in Q3 2021.
  • 981 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2025.

Based on Sage Mountain Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.