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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SYM Financial Corp's MTUM Position: Q1 2026 in Review

SYM Financial Corp held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q1 2026 at 1,381 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #205.

SYM Financial Corp first reported a position in MTUM in Q4 2018 and has held it in 10 quarters since. The position peaked at $346K in Q4 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

SYM Financial Corp held 1,381 shares of iShares MSCI USA Momentum Factor ETF worth $331K as of Q1 2026.
SYM Financial Corp left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Momentum Factor ETF made up 0.03% of SYM Financial Corp's portfolio in Q1 2026, its #205 holding.
SYM Financial Corp first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2018 and has held it in 10 quarters since.
SYM Financial Corp's iShares MSCI USA Momentum Factor ETF position peaked at $346K in Q4 2025.
1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.