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
2026 Q2	$3.9M	Sell	11,377 -84	-0.7%	-$25.1K	0.13%	106
2026 Q1	$2.75M	Sell	11,461 -444	-4%	-$112K	0.1%	112
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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BTI

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

SageView Advisory Group's MTUM Position: Q2 2026 in Review

SageView Advisory Group reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.73% in Q2 2026, selling an estimated $25.1K and leaving 11,377 shares worth $3.9M. The position accounts for 0.13% of the portfolio, ranked #106.

SageView Advisory Group first reported a position in MTUM in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.47M in Q4 2022. 1,210 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

SageView Advisory Group held 11,377 shares of iShares MSCI USA Momentum Factor ETF worth $3.9M as of Q2 2026.
SageView Advisory Group sold 84 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $25.1K.
iShares MSCI USA Momentum Factor ETF made up 0.13% of SageView Advisory Group's portfolio in Q2 2026, its #106 holding.
SageView Advisory Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's iShares MSCI USA Momentum Factor ETF position peaked at $7.47M in Q4 2022.
1,210 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.