XTX Topco’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

XTX Topco’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	–	Sell	-6,412	Closed	-$1.54M	–	4517
2026 Q1	$1.54M	Sell	6,412 -14,130	-69%	-$3.55M	0.03%	1051
2025 Q4	$5.14M	Buy	+20,542	New	+$5.16M	0.14%	119
2025 Q1	–	Sell	-1,826	Closed	-$378K	–	2833
2024 Q4	$378K	Buy	+1,826	New	+$383K	0.03%	1014

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

XTX Topco's MTUM Position: Q2 2026 in Review

XTX Topco sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026, closing a stake of 6,412 shares — an estimated $1.54M sold.

XTX Topco first reported a position in MTUM in Q4 2024 and held it in 3 quarters. The position peaked at $5.14M in Q4 2025. 1,210 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

XTX Topco reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
XTX Topco sold 6,412 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $1.54M.
XTX Topco first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and held it in 3 quarters.
XTX Topco's iShares MSCI USA Momentum Factor ETF position peaked at $5.14M in Q4 2025.
1,210 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on XTX Topco's 13F filing for Q2 2026, filed 14 Aug 2026.