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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
Q2 		$33.3M Buy
96,996
+63,636
+191% +$19M 0.38% 55
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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Vise Technologies's MTUM Position: Q2 2026 in Review

Vise Technologies increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 191% in Q2 2026, buying an estimated $19M and bringing the position to 96,996 shares worth $33.3M. The position accounts for 0.38% of the portfolio, ranked #55.

Vise Technologies first reported a position in MTUM in Q2 2024 and has held it in 8 quarters since. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Vise Technologies held 96,996 shares of iShares MSCI USA Momentum Factor ETF worth $33.3M as of Q2 2026.
  • Vise Technologies bought 63,636 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $19M.
  • iShares MSCI USA Momentum Factor ETF made up 0.38% of Vise Technologies's portfolio in Q2 2026, its #55 holding.
  • Vise Technologies first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.