Sankala Group
MTUM icon

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

Sankala 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
Q3 		$161K Hold
2,020
– – 0.11% 162
2026
Q2 		$157K Sell
2,020
-476
-19% -$35.5K 0.1% 159
2026
Q1 		$149K Sell
2,496
-364
-13% -$22.9K 0.12% 144
2025
Q4 		$181K Buy
+2,860
New +$180K 0.14% 125

Other funds holding MTUM

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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Sankala Group's MTUM Position: Q3 2026 in Review

Sankala Group held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q3 2026 at 2,020 shares worth $161K. The position accounts for 0.11% of the portfolio, ranked #162.

Sankala Group first reported a position in MTUM in Q4 2025 and has held it in 4 quarters since. The position peaked at $181K in Q4 2025. 744 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • Sankala Group held 2,020 shares of iShares MSCI USA Momentum Factor ETF worth $161K as of Q3 2026.
  • Sankala Group left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.11% of Sankala Group's portfolio in Q3 2026, its #162 holding.
  • Sankala Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • Sankala Group's iShares MSCI USA Momentum Factor ETF position peaked at $181K in Q4 2025.
  • 744 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Sankala Group's 13F filing for Q3 2026, filed 9 Nov 2026.