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VestGen Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

VestGen 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 		$6.21M Buy
20,488
+9,914
+94% +$2.49M 0.17% 120
2025
Q4 		$2.65M Sell
10,574
-9,419
-47% -$2.36M 0.11% 188
2025
Q3 		$5.13M Buy
19,993
+329
+2% +$80.6K 0.17% 133
2025
Q2 		$4.77M Buy
19,664
+1,481
+8% +$323K 0.19% 119
2025
Q1 		$3.68M Buy
+18,183
New +$3.89M 0.17% 129

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

VestGen Advisors's MTUM Position: Q1 2026 in Review

VestGen Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 94% in Q1 2026, buying an estimated $2.49M and bringing the position to 20,488 shares worth $6.21M. The position accounts for 0.17% of the portfolio, ranked #120.

VestGen Advisors first reported a position in MTUM in Q1 2025 and has held it in 5 quarters since. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • VestGen Advisors held 20,488 shares of iShares MSCI USA Momentum Factor ETF worth $6.21M as of Q1 2026.
  • VestGen Advisors bought 9,914 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $2.49M.
  • iShares MSCI USA Momentum Factor ETF made up 0.17% of VestGen Advisors's portfolio in Q1 2026, its #120 holding.
  • VestGen Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.