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Vista Investment Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Vista Investment Management’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 		$314K Sell
1,310
-4
-0.3% -$1K 0.1% 147
2025
Q4 		$329K Hold
1,314
– – 0.11% 142
2025
Q3 		$337K Hold
1,314
– – 0.12% 141
2025
Q2 		$316K Hold
1,314
– – 0.12% 143
2025
Q1 		$266K Sell
1,314
-47
-3% -$10K 0.1% 153
2024
Q4 		$282K Sell
1,361
-5
-0.4% -$1.05K 0.11% 152
2024
Q3 		$277K Sell
1,366
-1
-0.1% -$194 0.1% 157
2024
Q2 		$266K Hold
1,367
– – 0.11% 151
2024
Q1 		$256K Sell
1,367
-107
-7% -$18.7K 0.1% 157
2023
Q4 		$231K Sell
1,474
-579
-28% -$85K 0.11% 156
2023
Q3 		$287K Sell
2,053
-191
-9% -$27.6K 0.15% 134
2023
Q2 		$324K Sell
2,244
-211
-9% -$29.7K 0.16% 129
2023
Q1 		$341K Sell
2,455
-186
-7% -$26.2K 0.18% 127
2022
Q4 		$385K Sell
2,641
-36
-1% -$5.22K 0.22% 119
2022
Q3 		$351K Sell
2,677
-1,656
-38% -$232K 0.22% 119
2022
Q2 		$591K Sell
4,333
-928
-18% -$136K 0.36% 87
2022
Q1 		$885K Sell
5,261
-17,810
-77% -$2.93M 0.48% 68
2021
Q4 		$4.2M Buy
23,071
+616
+3% +$114K 2.28% 8
2021
Q3 		$3.94M Buy
22,455
+520
+2% +$92.4K 2.31% 7
2021
Q2 		$3.8M Buy
21,935
+583
+3% +$98.7K 2.24% 7
2021
Q1 		$3.44M Buy
21,352
+477
+2% +$78.9K 2.14% 9
2020
Q4 		$3.37M Buy
20,875
+2,062
+11% +$316K 2.26% 8
2020
Q3 		$2.77M Buy
18,813
+1,044
+6% +$149K 2.12% 9
2020
Q2 		$2.33M Buy
17,769
+1,654
+10% +$200K 2% 9
2020
Q1 		$1.72M Buy
16,115
+591
+4% +$73K 1.75% 14
2019
Q4 		$1.95M Sell
15,524
-3,347
-18% -$406K 1.46% 16
2019
Q3 		$2.25M Buy
18,871
+2,717
+17% +$327K 1.86% 10
2019
Q2 		$1.92M Buy
16,154
+1,734
+12% +$199K 1.62% 14
2019
Q1 		$1.62M Buy
14,420
+3,684
+34% +$396K 1.42% 24
2018
Q4 		$1.08M Buy
10,736
+2,953
+38% +$316K 1.11% 31
2018
Q3 		$926K Buy
7,783
+1,072
+16% +$123K 0.82% 44
2018
Q2 		$736K Buy
6,711
+1,537
+30% +$168K 0.72% 53
2018
Q1 		$548K Buy
5,174
+2,101
+68% +$229K 0.57% 72
2017
Q4 		$317K Buy
+3,073
New +$309K 0.33% 99

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $22.6B AUM 40.24% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Vista Investment Management's MTUM Position: Q1 2026 in Review

Vista Investment Management reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.3% in Q1 2026, selling an estimated $1K and leaving 1,310 shares worth $314K. The position accounts for 0.1% of the portfolio, ranked #147.

Vista Investment Management first reported a position in MTUM in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.2M in Q4 2021. 1,052 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Vista Investment Management held 1,310 shares of iShares MSCI USA Momentum Factor ETF worth $314K as of Q1 2026.
  • Vista Investment Management sold 4 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $1K.
  • iShares MSCI USA Momentum Factor ETF made up 0.1% of Vista Investment Management's portfolio in Q1 2026, its #147 holding.
  • Vista Investment Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2017 and has held it in 34 quarters since.
  • Vista Investment Management's iShares MSCI USA Momentum Factor ETF position peaked at $4.2M in Q4 2021.
  • 1,052 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.