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Sumitomo Mitsui DS Asset Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Sumitomo Mitsui DS Asset Management’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 Sell
2,982
-283
-9% -$84.5K 0.01% 624
2026
Q1 		$784K Buy
3,265
+2,374
+266% +$597K 0.01% 636
2025
Q4 		$223K Buy
+891
New +$224K ﹤0.01% 742

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's MTUM Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 8.7% in Q2 2026, selling an estimated $84.5K and leaving 2,982 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #624.

Sumitomo Mitsui DS Asset Management first reported a position in MTUM in Q4 2025 and has held it in 3 quarters since. 489 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Sumitomo Mitsui DS Asset Management held 2,982 shares of iShares MSCI USA Momentum Factor ETF worth $1.02M as of Q2 2026.
  • Sumitomo Mitsui DS Asset Management sold 283 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $84.5K.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #624 holding.
  • Sumitomo Mitsui DS Asset Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 489 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.