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Vise Technologies’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Vise Technologies’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 		$8.35M Hold
33,360
– – 0.16% 103
2025
Q4 		$8.35M Buy
33,360
+12,679
+61% +$3.18M 0.16% 103
2025
Q3 		$5.3M Sell
20,681
-1,320
-6% -$323K 0.2% 104
2025
Q2 		$5.29M Buy
+22,001
New +$4.8M 0.22% 101
2024
Q4 		$582K Sell
2,813
-286
-9% -$59.9K 0.05% 381
2024
Q3 		$628K Buy
3,099
+394
+15% +$76.3K 0.08% 244
2024
Q2 		$527K Buy
+2,705
New +$505K 0.09% 216

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 $8.74B AUM 14.62% 1-Year Est. Return

Vise Technologies's MTUM Position: Q1 2026 in Review

Vise Technologies held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q1 2026 at 33,360 shares worth $8.35M. The position accounts for 0.16% of the portfolio, ranked #103.

Vise Technologies first reported a position in MTUM in Q2 2024 and has held it in 7 quarters since. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Vise Technologies held 33,360 shares of iShares MSCI USA Momentum Factor ETF worth $8.35M as of Q1 2026.
  • Vise Technologies left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.16% of Vise Technologies's portfolio in Q1 2026, its #103 holding.
  • Vise Technologies first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2024 and has held it in 7 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.