BOLTON SECURITIES CORPORATION’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q1	$404	Buy	+8	New	+$427	﹤0.01%	1820

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's MTUM Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2025: 8 shares worth $404. The stake represents ﹤0.01% of the portfolio and ranks #1820 among its holdings.

889 funds tracked by Wall St. Rank hold MTUM as of Q1 2025.

BOLTON SECURITIES CORPORATION held 8 shares of iShares MSCI USA Momentum Factor ETF worth $404 as of Q1 2025.
iShares MSCI USA Momentum Factor ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #1820 holding.
889 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.