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

Strid 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 Q1	$283K	Buy	1,179 +60	+5%	+$15.1K	0.04%	69
2025 Q4	$280K	Hold	1,119	–	–	0.03%	67
2025 Q3	$287K	Hold	1,119	–	–	0.04%	61
2025 Q2	$269K	Sell	1,119 -113	-9%	-$24.7K	0.04%	58
2025 Q1	$249K	Hold	1,232	–	–	0.04%	52
2024 Q4	$255K	Hold	1,232	–	–	0.04%	51
2024 Q3	$250K	Buy	+1,232	New	+$239K	0.04%	51
2020 Q4	–	Sell	-1,499	Closed	-$221K	–	35
2020 Q3	$221K	Buy	+1,499	New	+$214K	0.07%	32
2019 Q1	–	Sell	-84,662	Closed	-$8.49M	–	28
2018 Q4	$8.49M	Buy	+84,662	New	+$9.06M	3.47%	9

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 $8.74B AUM 14.62% 1-Year Est. Return

Strid Group's MTUM Position: Q1 2026 in Review

Strid Group increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 5.4% in Q1 2026, buying an estimated $15.1K and bringing the position to 1,179 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #69.

Strid Group first reported a position in MTUM in Q4 2018 and has held it in 9 quarters since. The position peaked at $8.49M in Q4 2018. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

Strid Group held 1,179 shares of iShares MSCI USA Momentum Factor ETF worth $283K as of Q1 2026.
Strid Group bought 60 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $15.1K.
iShares MSCI USA Momentum Factor ETF made up 0.04% of Strid Group's portfolio in Q1 2026, its #69 holding.
Strid Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2018 and has held it in 9 quarters since.
Strid Group's iShares MSCI USA Momentum Factor ETF position peaked at $8.49M in Q4 2018.
1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Strid Group's 13F filing for Q1 2026, filed 29 Apr 2026.