SageView Advisory Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

SageView Advisory Group’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	$2.98M	Sell	11,905 -34	-0.3%	-$8.54K	0.1%	121
2025 Q3	$3.06M	Sell	11,939 -111	-0.9%	-$27.2K	0.11%	121
2025 Q2	$2.9M	Sell	12,050 -397	-3%	-$86.6K	0.11%	107
2025 Q1	$2.52M	Buy	12,447 +88	+0.7%	+$18.8K	0.11%	107
2024 Q4	$2.56M	Sell	12,359 -867	-7%	-$182K	0.11%	103
2024 Q3	$2.68M	Sell	13,226 -1,684	-11%	-$326K	0.14%	93
2024 Q2	$2.91M	Buy	+14,910	New	+$2.78M	0.13%	95
2024 Q1	–	Sell	-18,291	Closed	-$3.09M	–	682
2023 Q4	$3.09M	Sell	18,291 -4,900	-21%	-$719K	0.13%	95
2023 Q3	$3.24M	Sell	23,191 -3,168	-12%	-$457K	0.19%	76
2023 Q2	$3.8M	Sell	26,359 -7,460	-22%	-$1.05M	0.21%	72
2023 Q1	$4.7M	Sell	33,819 -17,354	-34%	-$2.45M	0.3%	52
2022 Q4	$7.47M	Buy	+51,173	New	+$7.42M	0.61%	36

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SageView Advisory Group's MTUM Position: Q4 2025 in Review

SageView Advisory Group reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.28% in Q4 2025, selling an estimated $8.54K and leaving 11,905 shares worth $2.98M. The position accounts for 0.1% of the portfolio, ranked #121.

SageView Advisory Group first reported a position in MTUM in Q4 2022 and has held it in 12 quarters since. The position peaked at $7.47M in Q4 2022. 1,049 funds tracked by Wall St. Rank hold MTUM as of Q4 2025.

SageView Advisory Group held 11,905 shares of iShares MSCI USA Momentum Factor ETF worth $2.98M as of Q4 2025.
SageView Advisory Group sold 34 iShares MSCI USA Momentum Factor ETF shares in Q4 2025, an estimated $8.54K.
iShares MSCI USA Momentum Factor ETF made up 0.1% of SageView Advisory Group's portfolio in Q4 2025, its #121 holding.
SageView Advisory Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's iShares MSCI USA Momentum Factor ETF position peaked at $7.47M in Q4 2022.
1,049 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.