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Yukon Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Yukon Wealth 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 		$1.2M Buy
5,018
+124
+3% +$31.2K 0.72% 30
2025
Q4 		$1.21M Buy
4,894
+321
+7% +$80.6K 0.7% 30
2025
Q3 		$1.17M Sell
4,573
-41
-0.9% -$10K 0.38% 46
2025
Q2 		$1.11M Buy
4,614
+263
+6% +$57.4K 0.4% 49
2025
Q1 		$879K Buy
+4,351
New +$930K 0.37% 50

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $18.9B AUM 27.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Yukon Wealth Management's MTUM Position: Q1 2026 in Review

Yukon Wealth Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 2.5% in Q1 2026, buying an estimated $31.2K and bringing the position to 5,018 shares worth $1.2M. The position accounts for 0.72% of the portfolio, ranked #30.

Yukon Wealth Management first reported a position in MTUM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.21M in Q4 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Yukon Wealth Management held 5,018 shares of iShares MSCI USA Momentum Factor ETF worth $1.2M as of Q1 2026.
  • Yukon Wealth Management bought 124 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $31.2K.
  • iShares MSCI USA Momentum Factor ETF made up 0.72% of Yukon Wealth Management's portfolio in Q1 2026, its #30 holding.
  • Yukon Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2025 and has held it in 5 quarters since.
  • Yukon Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $1.21M in Q4 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Yukon Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.