Yeomans Consulting Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Yeomans Consulting Group’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	-59,839	Closed	-$15.3M	–	128
2025 Q3	$15.3M	Buy	59,839 +26,440	+79%	+$6.48M	5.28%	6
2025 Q2	$7.91M	Buy	+33,399	New	+$7.29M	3.27%	11
2025 Q1	–	Sell	-87,017	Closed	-$18M	–	90
2024 Q4	$18M	Buy	87,017 +5,189	+6%	+$1.09M	6.74%	3
2024 Q3	$16.6M	Sell	81,828 -12,292	-13%	-$2.38M	6.2%	7
2024 Q2	$18.3M	Sell	94,120 -6,851	-7%	-$1.28M	7.09%	7
2024 Q1	$18.9M	Buy	+100,971	New	+$17.6M	8.28%	5

Other funds holding MTUM

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

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

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

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

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Yeomans Consulting Group's MTUM Position: Q4 2025 in Review

Yeomans Consulting Group sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2025, closing a stake of 59,839 shares — an estimated $15.3M sold.

Yeomans Consulting Group first reported a position in MTUM in Q1 2024 and held it in 6 quarters. The position peaked at $18.9M in Q1 2024. 1,053 funds tracked by Wall St. Rank hold MTUM as of Q4 2025.

Yeomans Consulting Group reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
Yeomans Consulting Group sold 59,839 iShares MSCI USA Momentum Factor ETF shares in Q4 2025, an estimated $15.3M.
Yeomans Consulting Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2024 and held it in 6 quarters.
Yeomans Consulting Group's iShares MSCI USA Momentum Factor ETF position peaked at $18.9M in Q1 2024.
1,053 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.