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 Q2	$395K	Sell	1,152 -27	-2%	-$8.06K	0.04%	62
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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Strid Group's MTUM Position: Q2 2026 in Review

Strid Group reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 2.3% in Q2 2026, selling an estimated $8.06K and leaving 1,152 shares worth $395K. The position accounts for 0.04% of the portfolio, ranked #62.

Strid Group first reported a position in MTUM in Q4 2018 and has held it in 10 quarters since. The position peaked at $8.49M in Q4 2018. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Strid Group held 1,152 shares of iShares MSCI USA Momentum Factor ETF worth $395K as of Q2 2026.
Strid Group sold 27 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $8.06K.
iShares MSCI USA Momentum Factor ETF made up 0.04% of Strid Group's portfolio in Q2 2026, its #62 holding.
Strid Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2018 and has held it in 10 quarters since.
Strid Group's iShares MSCI USA Momentum Factor ETF position peaked at $8.49M in Q4 2018.
1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Strid Group's 13F filing for Q2 2026, filed 23 Jul 2026.