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Sunbelt Securities’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Sunbelt Securities’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 		$464K Buy
1,931
+1,136
+143% +$285K 0.03% 423
2025
Q4 		$199K Buy
795
+777
+4,317% +$195K 0.01% 641
2025
Q3 		$4.62K Sell
18
-146
-89% -$35.8K ﹤0.01% 1655
2025
Q2 		$34K Buy
164
+160
+4,000% +$34.9K ﹤0.01% 1028
2025
Q1 		$809 Sell
4
-160
-98% -$34.2K ﹤0.01% 1665
2024
Q4 		$34.2K Buy
164
+135
+466% +$28.3K ﹤0.01% 1027
2024
Q3 		$5.88K Hold
29
– – ﹤0.01% 1401
2024
Q2 		$5.65K Buy
29
+4
+16% +$746 ﹤0.01% 1380
2024
Q1 		$4.68K Hold
25
– – ﹤0.01% 1379
2023
Q4 		$3.92K Hold
25
– – ﹤0.01% 1353
2023
Q3 		$3.49K Hold
25
– – ﹤0.01% 1381
2023
Q2 		$3.61K Buy
25
+20
+400% +$2.81K ﹤0.01% 1382
2023
Q1 		$690 Buy
+5
New +$705 ﹤0.01% 1524

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
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 $9.54B AUM 19.86% 1-Year Est. Return

Sunbelt Securities's MTUM Position: Q1 2026 in Review

Sunbelt Securities increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 143% in Q1 2026, buying an estimated $285K and bringing the position to 1,931 shares worth $464K. The position accounts for 0.03% of the portfolio, ranked #423.

Sunbelt Securities first reported a position in MTUM in Q1 2023 and has held it in 13 quarters since. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Sunbelt Securities held 1,931 shares of iShares MSCI USA Momentum Factor ETF worth $464K as of Q1 2026.
  • Sunbelt Securities bought 1,136 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $285K.
  • iShares MSCI USA Momentum Factor ETF made up 0.03% of Sunbelt Securities's portfolio in Q1 2026, its #423 holding.
  • Sunbelt Securities first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.