TCIIS
MTUM icon

TIAA-CREF Individual & Institutional Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

TIAA-CREF Individual & Institutional Services’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 		$1.43M Buy
+4,158
New +$1.24M ﹤0.01% 309

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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

TIAA-CREF Individual & Institutional Services's MTUM Position: Q2 2026 in Review

TIAA-CREF Individual & Institutional Services opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 4,158 shares worth $1.43M. The stake represents ﹤0.01% of the portfolio and ranks #309 among its holdings.

1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • TIAA-CREF Individual & Institutional Services held 4,158 shares of iShares MSCI USA Momentum Factor ETF worth $1.43M as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new TIAA-CREF Individual & Institutional Services position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of TIAA-CREF Individual & Institutional Services's portfolio in Q2 2026, its #309 holding.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on TIAA-CREF Individual & Institutional Services's 13F filing for Q2 2026, filed 10 Aug 2026.