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

Simmons Bank’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
2025
Q1 		– Sell
-1,000
Closed -$207K – 336
2024
Q4 		$207K Hold
1,000
– – 0.02% 326
2024
Q3 		$203K Buy
+1,000
New +$194K 0.01% 328

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Simmons Bank's MTUM Position: Q1 2025 in Review

Simmons Bank sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2025, closing a stake of 1,000 shares — an estimated $207K sold.

Simmons Bank first reported a position in MTUM in Q3 2024 and held it in 2 quarters. The position peaked at $207K in Q4 2024. 880 funds tracked by Wall St. Rank hold MTUM as of Q1 2025.

  • Simmons Bank reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Simmons Bank sold 1,000 iShares MSCI USA Momentum Factor ETF shares in Q1 2025, an estimated $207K.
  • Simmons Bank first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2024 and held it in 2 quarters.
  • Simmons Bank's iShares MSCI USA Momentum Factor ETF position peaked at $207K in Q4 2024.
  • 880 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2025.

Based on Simmons Bank's 13F filing for Q1 2025, filed 29 Apr 2025.