SigFig Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

SigFig Wealth Management’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	$4.65M	Sell	13,843 -4,636	-25%	-$1.38M	0.12%	51
2026 Q1	$4.43M	Buy	18,479 +3,028	+20%	+$761K	0.13%	53
2025 Q4	$3.87M	Buy	15,451 +4,491	+41%	+$1.13M	0.12%	64
2025 Q3	$2.8M	Sell	10,960 -15,425	-58%	-$3.78M	0.09%	75
2025 Q2	$6.27M	Buy	26,385 +14,930	+130%	+$3.26M	0.21%	51
2025 Q1	$2.3M	Buy	11,455 +628	+6%	+$134K	0.08%	74
2024 Q4	$2.25M	Buy	+10,827	New	+$2.27M	0.08%	76
2024 Q2	–	Sell	-8,008	Closed	-$1.5M	–	130
2024 Q1	$1.5M	Buy	+8,008	New	+$1.4M	0.06%	89
2023 Q1	–	Sell	-9,412	Closed	-$761K	–	109
2022 Q4	$761K	Buy	+9,412	New	+$1.37M	0.04%	88
2021 Q4	–	Sell	-35,001	Closed	-$6.15M	–	83
2021 Q3	$6.15M	Buy	35,001 +30,003	+600%	+$5.33M	0.31%	33
2021 Q2	$867K	Buy	4,998 +1,052	+27%	+$178K	0.05%	67
2021 Q1	$635K	Buy	+3,946	New	+$652K	0.04%	67
2020 Q4	–	Sell	-3,213	Closed	-$469K	–	74
2020 Q3	$469K	Buy	+3,213	New	+$459K	0.04%	62

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

SigFig Wealth Management's MTUM Position: Q2 2026 in Review

SigFig Wealth Management reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 25% in Q2 2026, selling an estimated $1.38M and leaving 13,843 shares worth $4.65M. The position accounts for 0.12% of the portfolio, ranked #51.

SigFig Wealth Management first reported a position in MTUM in Q3 2020 and has held it in 13 quarters since. The position peaked at $6.27M in Q2 2025. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

SigFig Wealth Management held 13,843 shares of iShares MSCI USA Momentum Factor ETF worth $4.65M as of Q2 2026.
SigFig Wealth Management sold 4,636 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $1.38M.
iShares MSCI USA Momentum Factor ETF made up 0.12% of SigFig Wealth Management's portfolio in Q2 2026, its #51 holding.
SigFig Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2020 and has held it in 13 quarters since.
SigFig Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $6.27M in Q2 2025.
1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on SigFig Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.