WA
MTUM icon

Walsh & Associates’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Walsh & Associates’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 		– Sell
-42
Closed -$10.5K – 291
2025
Q4 		$10.5K Buy
+42
New +$10.5K 0.01% 182

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 $80.9B AUM 26.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Walsh & Associates's MTUM Position: Q1 2026 in Review

Walsh & Associates sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2026, closing a stake of 42 shares — an estimated $10.5K sold.

Walsh & Associates first reported a position in MTUM in Q4 2025 and held it in 1 quarter. The position peaked at $10.5K in Q4 2025. 1,057 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Walsh & Associates reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Walsh & Associates sold 42 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $10.5K.
  • Walsh & Associates first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2025 and held it in 1 quarter.
  • Walsh & Associates's iShares MSCI USA Momentum Factor ETF position peaked at $10.5K in Q4 2025.
  • 1,057 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Walsh & Associates's 13F filing for Q1 2026, filed 15 May 2026.