State of Wisconsin Investment Board’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

State of Wisconsin Investment Board’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 Q4	–	Sell	-54,064	Closed	-$13.9M	–	2496
2025 Q3	$13.9M	Sell	54,064 -17,304	-24%	-$4.24M	0.03%	486
2025 Q2	$17.2M	Sell	71,368 -376	-0.5%	-$82K	0.04%	387
2025 Q1	$14.5M	Sell	71,744 -396	-0.5%	-$84.6K	0.04%	443
2024 Q4	$14.9M	Buy	72,140 +33,049	+85%	+$6.92M	0.04%	442
2024 Q3	$7.93M	Buy	+39,091	New	+$7.57M	0.02%	767

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State of Wisconsin Investment Board's MTUM Position: Q4 2025 in Review

State of Wisconsin Investment Board sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2025, closing a stake of 54,064 shares — an estimated $13.9M sold.

State of Wisconsin Investment Board first reported a position in MTUM in Q3 2024 and held it in 5 quarters. The position peaked at $17.2M in Q2 2025. 1,050 funds tracked by Wall St. Rank hold MTUM as of Q4 2025.

State of Wisconsin Investment Board reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
State of Wisconsin Investment Board sold 54,064 iShares MSCI USA Momentum Factor ETF shares in Q4 2025, an estimated $13.9M.
State of Wisconsin Investment Board first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2024 and held it in 5 quarters.
State of Wisconsin Investment Board's iShares MSCI USA Momentum Factor ETF position peaked at $17.2M in Q2 2025.
1,050 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2025.

Based on State of Wisconsin Investment Board's 13F filing for Q4 2025, filed 17 Feb 2026.