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Whittier Trust’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Whittier Trust’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
2025
Q4 		– Sell
-13
Closed -$3.31K – 1405
2025
Q3 		$3.31K Buy
+13
New +$3.18K ﹤0.01% 1264
2020
Q2 		– Sell
-1,890
Closed -$201K – 1465
2020
Q1 		$201K Buy
+1,890
New +$234K 0.01% 523

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Whittier Trust's MTUM Position: Q4 2025 in Review

Whittier Trust sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2025, closing a stake of 13 shares — an estimated $3.31K sold.

Whittier Trust first reported a position in MTUM in Q1 2020 and held it in 2 quarters. The position peaked at $201K in Q1 2020. 1,053 funds tracked by Wall St. Rank hold MTUM as of Q4 2025.

  • Whittier Trust reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Whittier Trust sold 13 iShares MSCI USA Momentum Factor ETF shares in Q4 2025, an estimated $3.31K.
  • Whittier Trust first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2020 and held it in 2 quarters.
  • Whittier Trust's iShares MSCI USA Momentum Factor ETF position peaked at $201K in Q1 2020.
  • 1,053 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2025.

Based on Whittier Trust's 13F filing for Q4 2025, filed 26 Jan 2026.