Sandy Spring Bank
MTUM icon

Sandy Spring Bank’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Sandy Spring Bank’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
Q1 		$607 Buy
+12
New +$641 ﹤0.01% 1119
2024
Q3 		– Sell
-108
Closed -$5.26K – 1272
2024
Q2 		$5.26K Sell
108
-76
-41% -$3.54K ﹤0.01% 988
2024
Q1 		$8.62K Buy
+184
New +$8.03K ﹤0.01% 870
2023
Q3 		– Sell
-400
Closed -$14.4K – 1235
2023
Q2 		$14.4K Hold
400
– – ﹤0.01% 770
2023
Q1 		$13.9K Hold
400
– – ﹤0.01% 765
2022
Q4 		$14.6K Sell
400
-312
-44% -$11.3K ﹤0.01% 746
2022
Q3 		$23K Hold
712
– – ﹤0.01% 645
2022
Q2 		$25K Sell
712
-400
-36% -$14.7K ﹤0.01% 655
2022
Q1 		$47K Sell
1,112
-720
-39% -$29.6K ﹤0.01% 554
2021
Q4 		$83K Sell
1,832
-128
-7% -$5.9K ﹤0.01% 477
2021
Q3 		$87K Hold
1,960
– – ﹤0.01% 451
2021
Q2 		$85K Sell
1,960
-240
-11% -$10.2K ﹤0.01% 460
2021
Q1 		$88K Buy
2,200
+128
+6% +$5.29K 0.01% 422
2020
Q4 		$83K Hold
2,072
– – 0.01% 413
2020
Q3 		$77K Buy
2,072
+400
+24% +$14.3K 0.01% 401
2020
Q2 		$55K Buy
+1,672
New +$50.6K ﹤0.01% 446

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Sandy Spring Bank's MTUM Position: Q1 2025 in Review

Sandy Spring Bank opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2025: 12 shares worth $607. The stake represents ﹤0.01% of the portfolio and ranks #1119 among its holdings. This is a return to the name: Sandy Spring Bank previously reported a position in MTUM as recently as Q2 2024.

Sandy Spring Bank first reported a position in MTUM in Q2 2020 and has held it in 16 quarters since. The position peaked at $88K in Q1 2021. 889 funds tracked by Wall St. Rank hold MTUM as of Q1 2025.

  • Sandy Spring Bank held 12 shares of iShares MSCI USA Momentum Factor ETF worth $607 as of Q1 2025.
  • iShares MSCI USA Momentum Factor ETF was a new Sandy Spring Bank position in Q1 2025.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1119 holding.
  • Sandy Spring Bank first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2020 and has held it in 16 quarters since.
  • Sandy Spring Bank's iShares MSCI USA Momentum Factor ETF position peaked at $88K in Q1 2021.
  • 889 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.