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UMB Bank’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

UMB Bank’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 		$4.9M Buy
14,286
+1,809
+14% +$540K 0.06% 177
2026
Q1 		$2.99M Buy
12,477
+7,280
+140% +$1.83M 0.04% 222
2025
Q4 		$1.3M Sell
5,197
-46
-0.9% -$11.5K 0.02% 319
2025
Q3 		$1.34M Sell
5,243
-23
-0.4% -$5.63K 0.02% 294
2025
Q2 		$1.27M Sell
5,266
-86
-2% -$18.8K 0.02% 293
2025
Q1 		$1.08M Buy
5,352
+3,167
+145% +$677K 0.02% 314
2024
Q4 		$452K Buy
2,185
+679
+45% +$142K 0.01% 415
2024
Q3 		$305K Sell
1,506
-4,465
-75% -$865K ﹤0.01% 495
2024
Q2 		$1.16M Hold
5,971
– – 0.02% 299
2024
Q1 		$1.12M Buy
5,971
+58
+1% +$10.1K 0.02% 310
2023
Q4 		$928K Sell
5,913
-220
-4% -$32.3K 0.01% 338
2023
Q3 		$857K Sell
6,133
-1,279
-17% -$185K 0.01% 340
2023
Q2 		$1.07M Sell
7,412
-4,124
-36% -$580K 0.02% 328
2023
Q1 		$1.6M Sell
11,536
-17,186
-60% -$2.42M 0.03% 281
2022
Q4 		$4.19M Sell
28,722
-805
-3% -$117K 0.07% 187
2022
Q3 		$3.87M Buy
29,527
+4,694
+19% +$658K 0.07% 190
2022
Q2 		$3.39M Sell
24,833
-1,717
-6% -$252K 0.05% 221
2022
Q1 		$4.47M Sell
26,550
-891
-3% -$147K 0.06% 211
2021
Q4 		$4.99M Buy
+27,441
New +$5.06M 0.06% 205
2020
Q1 		– Sell
-3,291
Closed -$413K – 355
2019
Q4 		$413K Hold
3,291
– – 0.01% 279
2019
Q3 		$392K Buy
+3,291
New +$397K 0.01% 294

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

UMB Bank's MTUM Position: Q2 2026 in Review

UMB Bank increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 14% in Q2 2026, buying an estimated $540K and bringing the position to 14,286 shares worth $4.9M. The position accounts for 0.06% of the portfolio, ranked #177.

UMB Bank first reported a position in MTUM in Q3 2019 and has held it in 21 quarters since. The position peaked at $4.99M in Q4 2021. 1,207 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • UMB Bank held 14,286 shares of iShares MSCI USA Momentum Factor ETF worth $4.9M as of Q2 2026.
  • UMB Bank bought 1,809 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $540K.
  • iShares MSCI USA Momentum Factor ETF made up 0.06% of UMB Bank's portfolio in Q2 2026, its #177 holding.
  • UMB Bank first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2019 and has held it in 21 quarters since.
  • UMB Bank's iShares MSCI USA Momentum Factor ETF position peaked at $4.99M in Q4 2021.
  • 1,207 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.