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

Sequoia 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
2026 Q2	$35.6M	Buy	103,852 +6,557	+7%	+$1.96M	0.18%	91
2026 Q1	$23.3M	Sell	97,295 -1,547	-2%	-$389K	0.13%	115
2025 Q4	$24.7M	Sell	98,842 -9,704	-9%	-$2.44M	0.14%	113
2025 Q3	$27.8M	Buy	108,546 +1,792	+2%	+$439K	0.17%	104
2025 Q2	$25.7M	Sell	106,754 -33,149	-24%	-$7.23M	0.18%	105
2025 Q1	$28.3M	Sell	139,903 -26,364	-16%	-$5.63M	0.22%	97
2024 Q4	$34.4M	Buy	+166,267	New	+$34.8M	0.33%	68
2018 Q4	–	Sell	-3,055	Closed	-$364K	–	323
2018 Q3	$364K	Hold	3,055	–	–	0.04%	198
2018 Q2	$335K	Hold	3,055	–	–	0.04%	209
2018 Q1	$324K	Buy	+3,055	New	+$333K	0.03%	221

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

Sequoia Financial Advisors's MTUM Position: Q2 2026 in Review

Sequoia Financial Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 6.7% in Q2 2026, buying an estimated $1.96M and bringing the position to 103,852 shares worth $35.6M. The position accounts for 0.18% of the portfolio, ranked #91.

Sequoia Financial Advisors first reported a position in MTUM in Q1 2018 and has held it in 10 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Sequoia Financial Advisors held 103,852 shares of iShares MSCI USA Momentum Factor ETF worth $35.6M as of Q2 2026.
Sequoia Financial Advisors bought 6,557 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $1.96M.
iShares MSCI USA Momentum Factor ETF made up 0.18% of Sequoia Financial Advisors's portfolio in Q2 2026, its #91 holding.
Sequoia Financial Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2018 and has held it in 10 quarters since.
1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.