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Stage Harbor Financial’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Stage Harbor Financial’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
Q1 		$672K Hold
2,800
– – 0.45% 29
2025
Q4 		$701K Sell
2,800
-574
-17% -$144K 0.47% 26
2025
Q3 		$865K Hold
3,374
– – 0.63% 23
2025
Q2 		$811K Sell
3,374
-250
-7% -$54.5K 0.66% 21
2025
Q1 		$733K Buy
3,624
+2,454
+210% +$524K 0.62% 22
2024
Q4 		$242K Buy
+1,170
New +$245K 0.21% 49

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Stage Harbor Financial's MTUM Position: Q1 2026 in Review

Stage Harbor Financial held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q1 2026 at 2,800 shares worth $672K. The position accounts for 0.45% of the portfolio, ranked #29.

Stage Harbor Financial first reported a position in MTUM in Q4 2024 and has held it in 6 quarters since. The position peaked at $865K in Q3 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Stage Harbor Financial held 2,800 shares of iShares MSCI USA Momentum Factor ETF worth $672K as of Q1 2026.
  • Stage Harbor Financial left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.45% of Stage Harbor Financial's portfolio in Q1 2026, its #29 holding.
  • Stage Harbor Financial first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 6 quarters since.
  • Stage Harbor Financial's iShares MSCI USA Momentum Factor ETF position peaked at $865K in Q3 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Stage Harbor Financial's 13F filing for Q1 2026, filed 4 May 2026.