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

Synovus Financial’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
Q3 		$1.56M Sell
6,074
-195
-3% -$47.8K 0.02% 412
2025
Q2 		$1.51M Sell
6,269
-240
-4% -$52.4K 0.02% 406
2025
Q1 		$1.32M Sell
6,509
-39
-0.6% -$8.33K 0.02% 425
2024
Q4 		$1.35M Buy
6,548
+38
+0.6% +$7.96K 0.02% 415
2024
Q3 		$1.32M Sell
6,510
-286
-4% -$55.4K 0.02% 450
2024
Q2 		$1.32M Sell
6,796
-417
-6% -$77.8K 0.02% 397
2024
Q1 		$1.35M Sell
7,213
-516
-7% -$90.1K 0.02% 398
2023
Q4 		$1.21M Sell
7,729
-1,804
-19% -$265K 0.02% 392
2023
Q3 		$1.33M Sell
9,533
-332,032
-97% -$47.9M 0.02% 394
2023
Q2 		$49.3M Sell
341,565
-1,231
-0.4% -$173K 0.54% 33
2023
Q1 		$47.7M Buy
+342,796
New +$48.4M 0.54% 33
2020
Q3 		– Sell
-19
Closed -$2K – 1168
2020
Q2 		$2K Sell
19
-4,139
-100% -$501K ﹤0.01% 1436
2020
Q1 		$442K Buy
+4,158
New +$514K 0.01% 552
2019
Q2 		– Sell
-12
Closed -$2K – 1413
2019
Q1 		$2K Buy
+12
New +$1.29K ﹤0.01% 1351
2017
Q3 		– Sell
-2,685
Closed -$238K – 689
2017
Q2 		$238K Buy
+2,685
New +$232K ﹤0.01% 546

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Synovus Financial's MTUM Position: Q3 2025 in Review

Synovus Financial reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 3.1% in Q3 2025, selling an estimated $47.8K and leaving 6,074 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #412.

Synovus Financial first reported a position in MTUM in Q2 2017 and has held it in 15 quarters since. The position peaked at $49.3M in Q2 2023. 981 funds tracked by Wall St. Rank hold MTUM as of Q3 2025.

  • Synovus Financial held 6,074 shares of iShares MSCI USA Momentum Factor ETF worth $1.56M as of Q3 2025.
  • Synovus Financial sold 195 iShares MSCI USA Momentum Factor ETF shares in Q3 2025, an estimated $47.8K.
  • iShares MSCI USA Momentum Factor ETF made up 0.02% of Synovus Financial's portfolio in Q3 2025, its #412 holding.
  • Synovus Financial first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2017 and has held it in 15 quarters since.
  • Synovus Financial's iShares MSCI USA Momentum Factor ETF position peaked at $49.3M in Q2 2023.
  • 981 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2025.

Based on Synovus Financial's 13F filing for Q3 2025, filed 7 Nov 2025.