Sagespring Wealth Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Sagespring Wealth 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	$15.9M	Sell	66,172 -2,645	-4%	-$665K	0.29%	50
2025 Q4	$17.2M	Sell	68,817 -2,464	-3%	-$619K	0.31%	50
2025 Q3	$18.3M	Sell	71,281 -311	-0.4%	-$76.2K	0.36%	46
2025 Q2	$17.2M	Sell	71,592 -6,311	-8%	-$1.38M	0.37%	45
2025 Q1	$15.7M	Sell	77,903 -168,831	-68%	-$36.1M	0.4%	44
2024 Q4	$51.1M	Buy	+246,734	New	+$51.7M	1.35%	19

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 $22.6B AUM 40.24% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Sagespring Wealth Partners's MTUM Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 3.8% in Q1 2026, selling an estimated $665K and leaving 66,172 shares worth $15.9M. The position accounts for 0.29% of the portfolio, ranked #50.

Sagespring Wealth Partners first reported a position in MTUM in Q4 2024 and has held it in 6 quarters since. The position peaked at $51.1M in Q4 2024. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

Sagespring Wealth Partners held 66,172 shares of iShares MSCI USA Momentum Factor ETF worth $15.9M as of Q1 2026.
Sagespring Wealth Partners sold 2,645 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $665K.
iShares MSCI USA Momentum Factor ETF made up 0.29% of Sagespring Wealth Partners's portfolio in Q1 2026, its #50 holding.
Sagespring Wealth Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's iShares MSCI USA Momentum Factor ETF position peaked at $51.1M in Q4 2024.
1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.