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Signature Estate & Investment Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Signature Estate & Investment 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 		$4.77M Buy
13,927
+531
+4% +$158K 0.09% 108
2026
Q1 		$3.21M Buy
13,396
+1,268
+10% +$319K 0.07% 131
2025
Q4 		$3.04M Buy
12,128
+482
+4% +$121K 0.06% 136
2025
Q3 		$2.99M Buy
11,646
+557
+5% +$136K 0.06% 136
2025
Q2 		$2.66M Sell
11,089
-504
-4% -$110K 0.06% 133
2025
Q1 		$2.34M Sell
11,593
-436
-4% -$93.2K 0.06% 135
2024
Q4 		$2.49M Buy
12,029
+889
+8% +$186K 0.06% 115
2024
Q3 		$2.26M Buy
11,140
+66
+0.6% +$12.8K 0.05% 117
2024
Q2 		$2.16M Buy
11,074
+9,986
+918% +$1.86M 0.05% 127
2024
Q1 		$204K Buy
+1,088
New +$190K 0.01% 170
2023
Q2 		– Sell
-2,012
Closed -$280K – 182
2023
Q1 		$280K Sell
2,012
-757
-27% -$107K 0.01% 152
2022
Q4 		$404K Sell
2,769
-433
-14% -$62.8K 0.01% 131
2022
Q3 		$420K Sell
3,202
-5,393
-63% -$756K 0.02% 122
2022
Q2 		$1.17M Sell
8,595
-807,980
-99% -$119M 0.06% 85
2022
Q1 		$137M Buy
816,575
+71,799
+10% +$11.8M 6.3% 4
2021
Q4 		$135M Buy
744,776
+17,946
+2% +$3.31M 6.07% 4
2021
Q3 		$128M Buy
726,830
+24,612
+4% +$4.37M 6.25% 3
2021
Q2 		$122M Buy
702,218
+69,481
+11% +$11.8M 5.47% 4
2021
Q1 		$102M Buy
632,737
+45,268
+8% +$7.48M 4.95% 5
2020
Q4 		$94.8M Buy
587,469
+15,336
+3% +$2.35M 5.12% 5
2020
Q3 		$84.3M Buy
+572,133
New +$81.7M 5.23% 3

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Signature Estate & Investment Advisors's MTUM Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 4% in Q2 2026, buying an estimated $158K and bringing the position to 13,927 shares worth $4.77M. The position accounts for 0.09% of the portfolio, ranked #108.

Signature Estate & Investment Advisors first reported a position in MTUM in Q3 2020 and has held it in 21 quarters since. The position peaked at $137M in Q1 2022. 803 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Signature Estate & Investment Advisors held 13,927 shares of iShares MSCI USA Momentum Factor ETF worth $4.77M as of Q2 2026.
  • Signature Estate & Investment Advisors bought 531 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $158K.
  • iShares MSCI USA Momentum Factor ETF made up 0.09% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #108 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2020 and has held it in 21 quarters since.
  • Signature Estate & Investment Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $137M in Q1 2022.
  • 803 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.