Vermillion & White Wealth Management Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Vermillion & White Wealth Management Group’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	–	Sell	-81	Closed	-$20.5K	–	355
2025 Q4	$20.5K	Sell	81 -1	-1%	-$251	0.01%	254
2025 Q3	$20.9K	Sell	82 -6	-7%	-$1.47K	0.01%	256
2025 Q2	$21.1K	Hold	88	–	–	0.01%	231
2025 Q1	$17.8K	Hold	88	–	–	0.01%	200
2024 Q4	$18.1K	Buy	88 +1	+1%	+$210	0.01%	199
2024 Q3	$17.7K	Hold	87	–	–	0.01%	188
2024 Q2	$17K	Hold	87	–	–	0.01%	193
2024 Q1	$16.3K	Hold	87	–	–	0.01%	185
2023 Q4	$13.7K	Buy	+87	New	+$12.8K	0.01%	158

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Vermillion & White Wealth Management Group's MTUM Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2026, closing a stake of 81 shares — an estimated $20.5K sold.

Vermillion & White Wealth Management Group first reported a position in MTUM in Q4 2023 and held it in 9 quarters. The position peaked at $21.1K in Q2 2025. 1,057 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 81 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $20.5K.
Vermillion & White Wealth Management Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's iShares MSCI USA Momentum Factor ETF position peaked at $21.1K in Q2 2025.
1,057 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.