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

StoneX Group’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 		$1.02M Buy
+2,964
New +$884K 0.04% 350
2026
Q1 		– Sell
-1,599
Closed -$401K – 1132
2025
Q4 		$401K Sell
1,599
-109
-6% -$27.4K 0.02% 598
2025
Q3 		$438K Buy
1,708
+118
+7% +$28.9K 0.02% 580
2025
Q2 		$382K Buy
1,590
+56
+4% +$12.2K 0.02% 581
2025
Q1 		$310K Buy
1,534
+160
+12% +$34.2K 0.02% 625
2024
Q4 		$284K Buy
1,374
+152
+12% +$31.8K 0.02% 621
2024
Q3 		$248K Sell
1,222
-54
-4% -$10.5K 0.02% 532
2024
Q2 		$249K Sell
1,276
-73
-5% -$13.6K 0.02% 512
2024
Q1 		$253K Sell
1,349
-292
-18% -$51K 0.02% 469
2023
Q4 		$257K Sell
1,641
-523
-24% -$76.8K 0.03% 457
2023
Q3 		$303K Sell
2,164
-168
-7% -$24.3K 0.03% 394
2023
Q2 		$336K Sell
2,332
-456
-16% -$64.1K 0.03% 378
2023
Q1 		$388K Sell
2,788
-5,980
-68% -$844K 0.04% 343
2022
Q4 		$1.28M Buy
8,768
+1,589
+22% +$231K 0.15% 124
2022
Q3 		$948K Buy
7,179
+4,438
+162% +$622K 0.13% 152
2022
Q2 		$374K Buy
2,741
+1,229
+81% +$180K 0.05% 356
2022
Q1 		$254K Sell
1,512
-2,516
-62% -$414K 0.02% 511
2021
Q4 		$732K Buy
4,028
+1,574
+64% +$290K 0.08% 219
2021
Q3 		$431K Sell
2,454
-152
-6% -$27K 0.06% 286
2021
Q2 		$452K Buy
2,606
+603
+30% +$102K 0.07% 263
2021
Q1 		$322K Buy
+2,003
New +$331K 0.06% 281
2020
Q1 		– Sell
-10,548
Closed -$1.32M – 294
2019
Q4 		$1.32M Buy
10,548
+438
+4% +$53.1K 0.54% 53
2019
Q3 		$1.21M Buy
10,110
+856
+9% +$103K 0.75% 30
2019
Q2 		$1.1M Buy
9,254
+5,905
+176% +$676K 0.71% 36
2019
Q1 		$376K Buy
3,349
+305
+10% +$32.8K 0.29% 119
2018
Q4 		$305K Sell
3,044
-1,491
-33% -$160K 0.29% 130
2018
Q3 		$540K Sell
4,535
-905
-17% -$104K 0.4% 81
2018
Q2 		$597K Buy
5,440
+1,821
+50% +$199K 0.51% 63
2018
Q1 		$383K Buy
+3,619
New +$394K 0.37% 100
2017
Q3 		– Sell
-25,378
Closed -$2.26M – 289
2017
Q2 		$2.26M Buy
+25,378
New +$2.2M 0.7% 24

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

StoneX Group's MTUM Position: Q2 2026 in Review

StoneX Group opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 2,964 shares worth $1.02M. The stake represents 0.04% of the portfolio and ranks #350 among its holdings. This is a return to the name: StoneX Group previously reported a position in MTUM as recently as Q4 2025.

StoneX Group first reported a position in MTUM in Q2 2017 and has held it in 30 quarters since. The position peaked at $2.26M in Q2 2017. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • StoneX Group held 2,964 shares of iShares MSCI USA Momentum Factor ETF worth $1.02M as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new StoneX Group position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.04% of StoneX Group's portfolio in Q2 2026, its #350 holding.
  • StoneX Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2017 and has held it in 30 quarters since.
  • StoneX Group's iShares MSCI USA Momentum Factor ETF position peaked at $2.26M in Q2 2017.
  • 1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.