UCFA
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United Capital Financial Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

United Capital Financial Advisors’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 		$51.5M Buy
214,260
+2,055
+1% +$516K 0.32% 60
2025
Q4 		$53.1M Buy
212,205
+82,567
+64% +$20.7M 0.32% 59
2025
Q3 		$33.2M Buy
129,638
+288
+0.2% +$70.5K 0.24% 83
2025
Q2 		$31.1M Sell
129,350
-6,048
-4% -$1.32M 0.25% 85
2025
Q1 		$27.4M Sell
135,398
-1,094
-0.8% -$234K 0.23% 90
2024
Q4 		$28.2M Buy
136,492
+131,515
+2,642% +$27.6M 0.24% 88
2024
Q3 		$1.01M Buy
4,977
+149
+3% +$28.9K 0.01% 540
2024
Q2 		$941K Sell
4,828
-399
-8% -$74.4K 0.01% 541
2024
Q1 		$979K Buy
5,227
+116
+2% +$20.2K 0.01% 564
2023
Q4 		$802K Sell
5,111
-2,577
-34% -$378K 0.01% 601
2023
Q3 		$1.07M Sell
7,688
-902
-11% -$130K 0.01% 504
2023
Q2 		$1.24M Sell
8,590
-1,132
-12% -$159K 0.01% 507
2023
Q1 		$1.35M Sell
9,722
-2,200
-18% -$310K 0.01% 516
2022
Q4 		$1.74M Buy
11,922
+639
+6% +$92.7K 0.01% 504
2022
Q3 		$1.48M Sell
11,283
-1,229
-10% -$172K 0.01% 528
2022
Q2 		$1.71M Sell
12,512
-1,178
-9% -$173K 0.01% 522
2022
Q1 		$2.3M Sell
13,690
-1,711
-11% -$282K 0.01% 488
2021
Q4 		$2.8M Sell
15,401
-686
-4% -$126K 0.01% 470
2021
Q3 		$2.83M Sell
16,087
-1,616
-9% -$287K 0.01% 468
2021
Q2 		$3.07M Buy
17,703
+310
+2% +$52.5K 0.02% 461
2021
Q1 		$2.8M Sell
17,393
-77,654
-82% -$12.8M 0.02% 447
2020
Q4 		$15.3M Buy
95,047
+10,535
+12% +$1.61M 0.09% 205
2020
Q3 		$12.5M Buy
84,512
+10,792
+15% +$1.54M 0.08% 221
2020
Q2 		$9.66M Buy
73,720
+27,414
+59% +$3.32M 0.07% 257
2020
Q1 		$4.93M Buy
46,306
+2,711
+6% +$335K 0.04% 343
2019
Q4 		$5.47M Buy
43,595
+3,631
+9% +$441K 0.04% 406
2019
Q3 		$4.77M Sell
39,964
-111,181
-74% -$13.4M 0.03% 422
2019
Q2 		$17.9M Buy
151,145
+10,784
+8% +$1.23M 0.12% 190
2019
Q1 		$15.7M Sell
140,361
-46,271
-25% -$4.97M 0.11% 202
2018
Q4 		$18.7M Buy
186,632
+68,903
+59% +$7.38M 0.15% 145
2018
Q3 		$14M Buy
117,729
+90,412
+331% +$10.4M 0.1% 225
2018
Q2 		$3M Sell
27,317
-76,859
-74% -$8.41M 0.02% 508
2018
Q1 		$11M Sell
104,176
-7,608
-7% -$829K 0.08% 271
2017
Q4 		$11.5M Buy
111,784
+4,074
+4% +$410K 0.09% 269
2017
Q3 		$10.3M Buy
107,710
+87,162
+424% +$8.06M 0.09% 275
2017
Q2 		$1.83M Buy
20,548
+5,163
+34% +$447K 0.02% 598
2017
Q1 		$1.27M Buy
15,385
+1,011
+7% +$80.9K 0.01% 678
2016
Q4 		$1.09M Sell
14,374
-818
-5% -$62.1K 0.01% 736
2016
Q3 		$1.18M Sell
15,192
-47,505
-76% -$3.69M 0.01% 730
2016
Q2 		$4.76M Buy
62,697
+1,724
+3% +$128K 0.05% 366
2016
Q1 		$4.46M Buy
60,973
+7,856
+15% +$549K 0.05% 356
2015
Q4 		$3.89M Buy
53,117
+28,651
+117% +$2.08M 0.04% 390
2015
Q3 		$1.67M Buy
24,466
+18,909
+340% +$1.35M 0.02% 561
2015
Q2 		$397K Buy
+5,557
New +$396K ﹤0.01% 996

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
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

United Capital Financial Advisors's MTUM Position: Q1 2026 in Review

United Capital Financial Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.97% in Q1 2026, buying an estimated $516K and bringing the position to 214,260 shares worth $51.5M. The position accounts for 0.32% of the portfolio, ranked #60.

United Capital Financial Advisors first reported a position in MTUM in Q2 2015 and has held it in 44 quarters since. The position peaked at $53.1M in Q4 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • United Capital Financial Advisors held 214,260 shares of iShares MSCI USA Momentum Factor ETF worth $51.5M as of Q1 2026.
  • United Capital Financial Advisors bought 2,055 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $516K.
  • iShares MSCI USA Momentum Factor ETF made up 0.32% of United Capital Financial Advisors's portfolio in Q1 2026, its #60 holding.
  • United Capital Financial Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2015 and has held it in 44 quarters since.
  • United Capital Financial Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $53.1M in Q4 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.