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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
Q3 		– Sell
-13,843
Closed -$4.65M – 152
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

AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

SigFig Wealth Management's MTUM Position: Q3 2026 in Review

SigFig Wealth Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2026, closing a stake of 13,843 shares — an estimated $4.65M sold.

SigFig Wealth Management first reported a position in MTUM in Q3 2020 and held it in 13 quarters. The position peaked at $6.27M in Q2 2025. 61 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • SigFig Wealth Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2026 after selling out during the quarter.
  • SigFig Wealth Management sold 13,843 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $4.65M.
  • SigFig Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2020 and held it in 13 quarters.
  • SigFig Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $6.27M in Q2 2025.
  • 61 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on SigFig Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.