WCM
MTUM icon

Winthrop Capital Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Winthrop Capital 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 		$95K Hold
394
– – 0.02% 153
2025
Q4 		$99K Buy
394
+1
+0.3% +$251 0.02% 157
2025
Q3 		$101K Buy
393
+100
+34% +$24.5K 0.02% 144
2025
Q2 		$70K Buy
293
+116
+66% +$25.3K 0.02% 169
2025
Q1 		$36K Hold
177
– – 0.01% 170
2024
Q4 		$37K Buy
+177
New +$37.1K 0.01% 178

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Winthrop Capital Management's MTUM Position: Q1 2026 in Review

Winthrop Capital Management held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q1 2026 at 394 shares worth $95K. The position accounts for 0.02% of the portfolio, ranked #153.

Winthrop Capital Management first reported a position in MTUM in Q4 2024 and has held it in 6 quarters since. The position peaked at $101K in Q3 2025. 1,052 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Winthrop Capital Management held 394 shares of iShares MSCI USA Momentum Factor ETF worth $95K as of Q1 2026.
  • Winthrop Capital Management left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.02% of Winthrop Capital Management's portfolio in Q1 2026, its #153 holding.
  • Winthrop Capital Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 6 quarters since.
  • Winthrop Capital Management's iShares MSCI USA Momentum Factor ETF position peaked at $101K in Q3 2025.
  • 1,052 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.