SYM Financial Corp’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

SYM Financial Corp’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	$473K	Hold	1,381	–	–	0.04%	161
2026 Q1	$331K	Hold	1,381	–	–	0.03%	205
2025 Q4	$346K	Buy	1,381 +65	+5%	+$16.3K	0.04%	194
2025 Q3	$337K	Hold	1,316	–	–	0.04%	192
2025 Q2	$316K	Buy	1,316 +273	+26%	+$59.6K	0.04%	196
2025 Q1	$211K	Hold	1,043	–	–	0.03%	253
2024 Q4	$216K	Hold	1,043	–	–	0.03%	216
2024 Q3	$211K	Hold	1,043	–	–	0.03%	168
2024 Q2	$203K	Buy	+1,043	New	+$195K	0.03%	153
2020 Q1	–	Sell	-2,415	Closed	-$303K	–	86
2019 Q4	$303K	Buy	+2,415	New	+$293K	0.2%	26
2019 Q1	–	Sell	-2,407	Closed	-$241K	–	75
2018 Q4	$241K	Buy	+2,407	New	+$258K	0.1%	34

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

SYM Financial Corp's MTUM Position: Q2 2026 in Review

SYM Financial Corp held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 1,381 shares worth $473K. The position accounts for 0.04% of the portfolio, ranked #161.

SYM Financial Corp first reported a position in MTUM in Q4 2018 and has held it in 11 quarters since. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

SYM Financial Corp held 1,381 shares of iShares MSCI USA Momentum Factor ETF worth $473K as of Q2 2026.
SYM Financial Corp left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.04% of SYM Financial Corp's portfolio in Q2 2026, its #161 holding.
SYM Financial Corp first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2018 and has held it in 11 quarters since.
1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.