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Vision Retirement’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Vision Retirement’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 		$706K Buy
2,061
+226
+12% +$67.4K 0.17% 81
2026
Q1 		$440K Buy
1,835
+59
+3% +$14.8K 0.13% 86
2025
Q4 		$444K Buy
+1,776
New +$446K 0.12% 90

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Vision Retirement's MTUM Position: Q2 2026 in Review

Vision Retirement increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 12% in Q2 2026, buying an estimated $67.4K and bringing the position to 2,061 shares worth $706K. The position accounts for 0.17% of the portfolio, ranked #81.

Vision Retirement first reported a position in MTUM in Q4 2025 and has held it in 3 quarters since. 1,160 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Vision Retirement held 2,061 shares of iShares MSCI USA Momentum Factor ETF worth $706K as of Q2 2026.
  • Vision Retirement bought 226 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $67.4K.
  • iShares MSCI USA Momentum Factor ETF made up 0.17% of Vision Retirement's portfolio in Q2 2026, its #81 holding.
  • Vision Retirement first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,160 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.