Signature Resources Capital Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Signature Resources Capital 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	$134K	Hold	390	–	–	0.05%	88
2026 Q1	$93.6K	Hold	390	–	–	0.04%	95
2025 Q4	$97.6K	Sell	390 -11	-3%	-$2.76K	0.05%	92
2025 Q3	$103K	Hold	401	–	–	0.06%	91
2025 Q2	$96.4K	Sell	401 -73	-15%	-$15.9K	0.06%	86
2025 Q1	$95.8K	Hold	474	–	–	0.08%	75
2024 Q4	$98.1K	Hold	474	–	–	0.09%	69
2024 Q3	$96.1K	Hold	474	–	–	0.09%	70
2024 Q2	$92.4K	Hold	474	–	–	0.08%	74
2024 Q1	$74.4K	Hold	474	–	–	0.07%	79
2023 Q4	$74.4K	Buy	+474	New	+$69.6K	0.07%	80

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

Signature Resources Capital Management's MTUM Position: Q2 2026 in Review

Signature Resources Capital Management held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 390 shares worth $134K. The position accounts for 0.05% of the portfolio, ranked #88.

Signature Resources Capital Management first reported a position in MTUM in Q4 2023 and has held it in 11 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Signature Resources Capital Management held 390 shares of iShares MSCI USA Momentum Factor ETF worth $134K as of Q2 2026.
Signature Resources Capital Management left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.05% of Signature Resources Capital Management's portfolio in Q2 2026, its #88 holding.
Signature Resources Capital Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2023 and has held it in 11 quarters since.
1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Signature Resources Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.