SHJ
MTUM icon

Sharkey, Howes & Javer’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Sharkey, Howes & Javer’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 		$16.7M Sell
48,608
-17,347
-26% -$5.18M 2.01% 14
2026
Q1 		$15.8M Buy
65,955
+3,489
+6% +$877K 2.13% 13
2025
Q4 		$15.6M Buy
62,466
+23,341
+60% +$5.86M 1.99% 17
2025
Q3 		$10M Buy
39,125
+726
+2% +$178K 1.29% 21
2025
Q2 		$9.23M Buy
38,399
+1,096
+3% +$239K 1.24% 21
2025
Q1 		$7.54M Buy
37,303
+5,877
+19% +$1.26M 1.08% 25
2024
Q4 		$6.5M Buy
+31,426
New +$6.58M 0.91% 24
2023
Q1 		– Sell
-27,936
Closed -$4.08M – 101
2022
Q4 		$4.08M Buy
+27,936
New +$4.05M 0.94% 23
2021
Q3 		– Sell
-25,800
Closed -$4.47M – 79
2021
Q2 		$4.47M Buy
25,800
+4,592
+22% +$778K 1.19% 21
2021
Q1 		$3.41M Buy
+21,208
New +$3.51M 1.07% 21
2019
Q4 		– Sell
-19,672
Closed -$2.35M – 67
2019
Q3 		$2.35M Buy
19,672
+1,793
+10% +$216K 1.01% 20
2019
Q2 		$2.12M Sell
17,879
-519
-3% -$59.4K 0.96% 21
2019
Q1 		$2.06M Buy
18,398
+12,112
+193% +$1.3M 0.96% 21
2018
Q4 		$630K Buy
6,286
+385
+7% +$41.2K 0.41% 26
2018
Q3 		$702K Sell
5,901
-913
-13% -$105K 0.37% 22
2018
Q2 		$747K Buy
6,814
+6,808
+113,467% +$745K 0.41% 17
2018
Q1 		$1K Buy
+6
New +$654 ﹤0.01% 205

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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

Sharkey, Howes & Javer's MTUM Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 26% in Q2 2026, selling an estimated $5.18M and leaving 48,608 shares worth $16.7M. The position accounts for 2.01% of the portfolio, ranked #14.

Sharkey, Howes & Javer first reported a position in MTUM in Q1 2018 and has held it in 17 quarters since. 1,207 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Sharkey, Howes & Javer held 48,608 shares of iShares MSCI USA Momentum Factor ETF worth $16.7M as of Q2 2026.
  • Sharkey, Howes & Javer sold 17,347 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $5.18M.
  • iShares MSCI USA Momentum Factor ETF made up 2.01% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #14 holding.
  • Sharkey, Howes & Javer first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2018 and has held it in 17 quarters since.
  • 1,207 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.