Savvy Advisors Inc’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Savvy Advisors Inc’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	$38.8M	Sell	113,097 -2,886	-2%	-$861K	0.82%	22
2026 Q1	$27.8M	Buy	115,983 +16,746	+17%	+$4.21M	0.74%	25
2025 Q4	$24.8M	Buy	99,237 +5,192	+6%	+$1.3M	0.8%	24
2025 Q3	$24.1M	Buy	94,045 +64,004	+213%	+$15.7M	1.11%	15
2025 Q2	$7.22M	Buy	30,041 +5,337	+22%	+$1.16M	0.48%	41
2025 Q1	$4.99M	Buy	24,704 +20,144	+442%	+$4.3M	0.5%	37
2024 Q4	$944K	Buy	+4,560	New	+$955K	0.11%	149

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

Savvy Advisors Inc's MTUM Position: Q2 2026 in Review

Savvy Advisors Inc reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 2.5% in Q2 2026, selling an estimated $861K and leaving 113,097 shares worth $38.8M. The position accounts for 0.82% of the portfolio, ranked #22.

Savvy Advisors Inc first reported a position in MTUM in Q4 2024 and has held it in 7 quarters since. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Savvy Advisors Inc held 113,097 shares of iShares MSCI USA Momentum Factor ETF worth $38.8M as of Q2 2026.
Savvy Advisors Inc sold 2,886 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $861K.
iShares MSCI USA Momentum Factor ETF made up 0.82% of Savvy Advisors Inc's portfolio in Q2 2026, its #22 holding.
Savvy Advisors Inc first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.