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Summit Rock Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Summit Rock 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
2025
Q1 		– Sell
-315,070
Closed -$65.4M – 5
2024
Q4 		$65.4M Buy
+315,070
New +$66M 22.17% 2

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $9.54B AUM 19.86% 1-Year Est. Return

Summit Rock Advisors's MTUM Position: Q1 2025 in Review

Summit Rock Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2025, closing a stake of 315,070 shares — an estimated $65.4M sold.

Summit Rock Advisors first reported a position in MTUM in Q4 2024 and held it in 1 quarter. The position peaked at $65.4M in Q4 2024. 880 funds tracked by Wall St. Rank hold MTUM as of Q1 2025.

  • Summit Rock Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Summit Rock Advisors sold 315,070 iShares MSCI USA Momentum Factor ETF shares in Q1 2025, an estimated $65.4M.
  • Summit Rock Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and held it in 1 quarter.
  • Summit Rock Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $65.4M in Q4 2024.
  • 880 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2025.

Based on Summit Rock Advisors's 13F filing for Q1 2025, filed 9 May 2025.