Verus Capital Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Verus Capital Partners’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	$1.07M	Buy	4,446 +85	+2%	+$21.4K	0.07%	162
2025 Q4	$1.09M	Buy	4,361 +1,058	+32%	+$266K	0.07%	160
2025 Q3	$847K	Sell	3,303 -152	-4%	-$37.2K	0.07%	166
2025 Q2	$830K	Sell	3,455 -1,737	-33%	-$379K	0.07%	153
2025 Q1	$1.05M	Buy	5,192 +202	+4%	+$43.2K	0.1%	128
2024 Q4	$1.03M	Buy	+4,990	New	+$1.05M	0.1%	127
2023 Q1	–	Sell	-1,809	Closed	-$264K	–	302
2022 Q4	$264K	Buy	+1,809	New	+$262K	0.05%	221
2020 Q1	$668K	Buy	6,270 +5,590	+822%	+$691K	0.21%	68
2019 Q4	$85K	Buy	+680	New	+$82.5K	0.03%	425

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Verus Capital Partners's MTUM Position: Q1 2026 in Review

Verus Capital Partners increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 1.9% in Q1 2026, buying an estimated $21.4K and bringing the position to 4,446 shares worth $1.07M. The position accounts for 0.07% of the portfolio, ranked #162.

Verus Capital Partners first reported a position in MTUM in Q4 2019 and has held it in 9 quarters since. The position peaked at $1.09M in Q4 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

Verus Capital Partners held 4,446 shares of iShares MSCI USA Momentum Factor ETF worth $1.07M as of Q1 2026.
Verus Capital Partners bought 85 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $21.4K.
iShares MSCI USA Momentum Factor ETF made up 0.07% of Verus Capital Partners's portfolio in Q1 2026, its #162 holding.
Verus Capital Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2019 and has held it in 9 quarters since.
Verus Capital Partners's iShares MSCI USA Momentum Factor ETF position peaked at $1.09M in Q4 2025.
1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.