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Semmax Financial Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Semmax Financial Advisors’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
Q2 		$3.26K Hold
13
– – ﹤0.01% 319
2025
Q1 		$2.88K Buy
+13
New +$2.78K ﹤0.01% 306

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Semmax Financial Advisors's MTUM Position: Q2 2025 in Review

Semmax Financial Advisors held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2025 at 13 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Semmax Financial Advisors first reported a position in MTUM in Q1 2025 and has held it in 2 quarters since. 955 funds tracked by Wall St. Rank hold MTUM as of Q2 2025.

  • Semmax Financial Advisors held 13 shares of iShares MSCI USA Momentum Factor ETF worth $3.26K as of Q2 2025.
  • Semmax Financial Advisors left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2025.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #319 holding.
  • Semmax Financial Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2025 and has held it in 2 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.