Vima LLC
MTUM icon

Vima LLC’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Vima LLC’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
Q3 		$10.2K Hold
32
– – 0.01% 258
2026
Q2 		$11K Buy
+32
New +$9.5K 0.01% 266
2024
Q2 		– Sell
-1,030
Closed -$4.27K – 250
2024
Q1 		$4.27K Buy
1,030
+968
+1,561% +$169K ﹤0.01% 303
2023
Q4 		$9.7K Buy
+62
New +$9.1K 0.02% 247

Other funds holding MTUM

State of Michigan Retirement System
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Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Vima LLC's MTUM Position: Q3 2026 in Review

Vima LLC held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q3 2026 at 32 shares worth $10.2K. The position accounts for 0.01% of the portfolio, ranked #258.

Vima LLC first reported a position in MTUM in Q4 2023 and has held it in 4 quarters since. The position peaked at $11K in Q2 2026. 535 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • Vima LLC held 32 shares of iShares MSCI USA Momentum Factor ETF worth $10.2K as of Q3 2026.
  • Vima LLC left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Vima LLC's portfolio in Q3 2026, its #258 holding.
  • Vima LLC first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2023 and has held it in 4 quarters since.
  • Vima LLC's iShares MSCI USA Momentum Factor ETF position peaked at $11K in Q2 2026.
  • 535 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.