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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Savvy Advisors Inc's MTUM Position: Q1 2026 in Review

Savvy Advisors Inc increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 17% in Q1 2026, buying an estimated $4.21M and bringing the position to 115,983 shares worth $27.8M. The position accounts for 0.74% of the portfolio, ranked #25.

Savvy Advisors Inc first reported a position in MTUM in Q4 2024 and has held it in 6 quarters since. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Savvy Advisors Inc held 115,983 shares of iShares MSCI USA Momentum Factor ETF worth $27.8M as of Q1 2026.
  • Savvy Advisors Inc bought 16,746 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $4.21M.
  • iShares MSCI USA Momentum Factor ETF made up 0.74% of Savvy Advisors Inc's portfolio in Q1 2026, its #25 holding.
  • Savvy Advisors Inc first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.