Y.D. More Investments’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Y.D. More Investments’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	$98.7K	Buy	290 +120	+71%	+$35.8K	﹤0.01%	279
2026 Q1	$38.9K	Hold	170	–	–	﹤0.01%	316
2025 Q4	$42.5K	Hold	170	–	–	﹤0.01%	302
2025 Q3	$43.3K	Sell	170 -326	-66%	-$79.8K	﹤0.01%	302
2025 Q2	$118K	Buy	496 +223	+82%	+$48.7K	0.01%	254
2025 Q1	$54.7K	Hold	273	–	–	﹤0.01%	301
2024 Q4	$56.2K	Hold	273	–	–	0.01%	292
2024 Q3	$54.9K	Hold	273	–	–	0.01%	284
2024 Q2	$52.8K	Hold	273	–	–	0.01%	293
2024 Q1	$50.8K	Hold	273	–	–	0.01%	240
2023 Q4	$42.4K	Hold	273	–	–	0.01%	252
2023 Q3	$37.8K	Sell	273 -45	-14%	-$6.5K	0.01%	255
2023 Q2	$45.7K	Hold	318	–	–	0.01%	226
2023 Q1	$43.9K	Hold	318	–	–	0.01%	217
2022 Q4	$46K	Buy	+318	New	+$46.1K	0.01%	254

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

Y.D. More Investments's MTUM Position: Q2 2026 in Review

Y.D. More Investments increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 71% in Q2 2026, buying an estimated $35.8K and bringing the position to 290 shares worth $98.7K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Y.D. More Investments first reported a position in MTUM in Q4 2022 and has held it in 15 quarters since. The position peaked at $118K in Q2 2025. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Y.D. More Investments held 290 shares of iShares MSCI USA Momentum Factor ETF worth $98.7K as of Q2 2026.
Y.D. More Investments bought 120 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $35.8K.
iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #279 holding.
Y.D. More Investments first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and has held it in 15 quarters since.
Y.D. More Investments's iShares MSCI USA Momentum Factor ETF position peaked at $118K in Q2 2025.
1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.