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Strategic Investment Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Strategic Investment Advisors’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 		$10.5M Buy
30,503
+162
+0.5% +$48.3K 0.63% 32
2026
Q1 		$7.28M Sell
30,341
-445
-1% -$112K 0.5% 38
2025
Q4 		$7.71M Sell
30,786
-110,076
-78% -$27.6M 0.67% 36
2025
Q3 		$7.61M Buy
140,862
+103,202
+274% +$25.3M 0.68% 36
2025
Q2 		$9.07M Buy
37,660
+3,182
+9% +$694K 0.88% 28
2025
Q1 		$6.97M Buy
34,478
+2,670
+8% +$571K 0.74% 34
2024
Q4 		$6.58M Buy
31,808
+1,494
+5% +$313K 0.7% 34
2024
Q3 		$6.15M Buy
30,314
+1,133
+4% +$219K 0.67% 34
2024
Q2 		$5.69M Buy
29,181
+1,010
+4% +$188K 0.69% 32
2024
Q1 		$5.28M Sell
28,171
-2,048
-7% -$357K 0.68% 32
2023
Q4 		$4.74M Buy
30,219
+343
+1% +$50.3K 0.68% 32
2023
Q3 		$4.17M Buy
+29,876
New +$4.31M 0.69% 28
2023
Q2 		– Sell
-26,480
Closed -$3.68M – 230
2023
Q1 		$3.68M Buy
26,480
+2,639
+11% +$372K 0.67% 27
2022
Q4 		$3.48M Buy
23,841
+4,174
+21% +$606K 0.72% 30
2022
Q3 		$2.58M Buy
19,667
+4,411
+29% +$619K 0.58% 32
2022
Q2 		$2.08M Sell
15,256
-55
-0.4% -$8.08K 0.42% 38
2022
Q1 		$2.58M Buy
15,311
+942
+7% +$155K 0.49% 37
2021
Q4 		$2.61M Buy
14,369
+87
+0.6% +$16K 0.51% 38
2021
Q3 		$2.51M Buy
14,282
+459
+3% +$81.6K 0.55% 34
2021
Q2 		$2.4M Buy
13,823
+77
+0.6% +$13K 0.55% 36
2021
Q1 		$2.21M Buy
13,746
+1,390
+11% +$230K 0.57% 39
2020
Q4 		$1.99M Buy
12,356
+9,015
+270% +$1.38M 0.57% 43
2020
Q3 		$493K Buy
3,341
+89
+3% +$12.7K 0.17% 93
2020
Q2 		$426K Buy
3,252
+61
+2% +$7.38K 0.16% 100
2020
Q1 		$340K Buy
3,191
+473
+17% +$58.5K 0.16% 103
2019
Q4 		$341K Buy
2,718
+845
+45% +$103K 0.14% 116
2019
Q3 		$223K Buy
1,873
+124
+7% +$14.9K 0.11% 149
2019
Q2 		$210K Buy
+1,749
New +$200K 0.11% 145

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

Strategic Investment Advisors's MTUM Position: Q2 2026 in Review

Strategic Investment Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.53% in Q2 2026, buying an estimated $48.3K and bringing the position to 30,503 shares worth $10.5M. The position accounts for 0.63% of the portfolio, ranked #32.

Strategic Investment Advisors first reported a position in MTUM in Q2 2019 and has held it in 28 quarters since. 1,207 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Strategic Investment Advisors held 30,503 shares of iShares MSCI USA Momentum Factor ETF worth $10.5M as of Q2 2026.
  • Strategic Investment Advisors bought 162 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $48.3K.
  • iShares MSCI USA Momentum Factor ETF made up 0.63% of Strategic Investment Advisors's portfolio in Q2 2026, its #32 holding.
  • Strategic Investment Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2019 and has held it in 28 quarters since.
  • 1,207 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.