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MTUM icon

SignatureFD’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

SignatureFD’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 		$248K Buy
723
+10
+1% +$2.98K ﹤0.01% 986
2026
Q1 		$171K Buy
713
+7
+1% +$1.76K ﹤0.01% 1085
2025
Q4 		$177K Hold
706
– – ﹤0.01% 1027
2025
Q3 		$181K Sell
706
-487
-41% -$119K ﹤0.01% 1010
2025
Q2 		$287K Buy
1,193
+487
+69% +$106K ﹤0.01% 757
2025
Q1 		$143K Hold
706
– – ﹤0.01% 1038
2024
Q4 		$146K Buy
706
+541
+328% +$113K ﹤0.01% 1032
2024
Q3 		$33.5K Buy
165
+155
+1,550% +$30K ﹤0.01% 1802
2024
Q2 		$1.95K Hold
10
– – ﹤0.01% 2761
2024
Q1 		$1.87K Buy
10
+7
+233% +$1.22K ﹤0.01% 2811
2023
Q4 		$471 Sell
3
-75
-96% -$11K ﹤0.01% 2981
2023
Q3 		$10.9K Sell
78
-750
-91% -$108K ﹤0.01% 2168
2023
Q2 		$119K Buy
828
+750
+962% +$105K ﹤0.01% 974
2023
Q1 		$10.8K Hold
78
– – ﹤0.01% 2171
2022
Q4 		$11.4K Hold
78
– – ﹤0.01% 2084
2022
Q3 		$10K Sell
78
-15
-16% -$2.1K ﹤0.01% 2091
2022
Q2 		$13K Sell
93
-11
-11% -$1.61K ﹤0.01% 1996
2022
Q1 		$18K Buy
104
+9
+9% +$1.48K ﹤0.01% 1893
2021
Q4 		$17K Buy
95
+40
+73% +$7.37K ﹤0.01% 1859
2021
Q3 		$10K Sell
55
-20
-27% -$3.55K ﹤0.01% 2074
2021
Q2 		$13K Buy
75
+20
+36% +$3.39K ﹤0.01% 1898
2021
Q1 		$9K Sell
55
-24
-30% -$3.97K ﹤0.01% 1902
2020
Q4 		$13K Hold
79
– – ﹤0.01% 1606
2020
Q3 		$12K Hold
79
– – ﹤0.01% 1577
2020
Q2 		$10K Buy
79
+52
+193% +$6.29K ﹤0.01% 1571
2020
Q1 		$3K Sell
27
-1,090
-98% -$135K ﹤0.01% 1837
2019
Q4 		$140K Sell
1,117
-12
-1% -$1.46K 0.01% 582
2019
Q3 		$135K Buy
1,129
+10
+0.9% +$1.21K 0.01% 543
2019
Q2 		$133K Sell
1,119
-2,045
-65% -$234K 0.01% 525
2019
Q1 		$355K Sell
3,164
-296
-9% -$31.8K 0.03% 238
2018
Q4 		$347K Buy
3,460
+731
+27% +$78.3K 0.03% 223
2018
Q3 		$325K Buy
2,729
+3
+0.1% +$345 0.03% 292
2018
Q2 		$299K Buy
+2,726
New +$298K 0.03% 294

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

SignatureFD's MTUM Position: Q2 2026 in Review

SignatureFD increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 1.4% in Q2 2026, buying an estimated $2.98K and bringing the position to 723 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

SignatureFD first reported a position in MTUM in Q2 2018 and has held it in 33 quarters since. The position peaked at $355K in Q1 2019. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • SignatureFD held 723 shares of iShares MSCI USA Momentum Factor ETF worth $248K as of Q2 2026.
  • SignatureFD bought 10 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $2.98K.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #986 holding.
  • SignatureFD first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2018 and has held it in 33 quarters since.
  • SignatureFD's iShares MSCI USA Momentum Factor ETF position peaked at $355K in Q1 2019.
  • 1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.