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MTUMMTUM
15 quarters

Position history for NEW YORK LIFE INVESTMENT MANAGEMENT LLCNEW YORK LIFE INVESTMENT MANAGEMENT LLC's holdings in ISHARES MSCI USA MOMENTUM FA

NEW YORK LIFE INVESTMENT MANAGEMENT LLC holds 181,964 shares of MTUM (ISHARES MSCI USA MOMENTUM FA), worth $62.4M as of 2026-Q2. The position was increased (+17.3% shares). MTUM represents 0.4% of NEW YORK LIFE INVESTMENT MANAGEMENT LLC's portfolio.

Current Value

$62.4M

Current Shares

181,964

Total Value Change

+$53M

Total Shares Change

+112,968

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
181,964
+17.3%
$62.4M0.4%$342.83
41
2026-Q1
Decreased
155,163
-6.9%
$37.2M0.3%$247.01
0
2025-Q4
Increased
166,692
+10.2%
$41.7M0.4%$252.79
38
2025-Q3
Increased
151,310
+31.1%
$38.8M0.3%$254.95
44
2025-Q2
Decreased
115,371
-8.4%
$27.7M0.3%$236.51
0
2025-Q1
Increased
125,956
+7.8%
$25.5M0.3%$199.43
37
2024-Q4
Decreased
116,839
-5.4%
$24.2M0.2%$205.88
0
2024-Q3
Increased
123,550
+58.8%
$25.1M0.2%$199.30
49
2024-Q2
Increased
77,806
+330.5%
$15.2M0.2%$191.90
54
2024-Q1
New
18,074
-
$3.4M0.0%$184.31
37
2023-Q2
Exited
0
-100.0%
$00.0%$139.29
0
2023-Q1
Decreased
43,799
-35.0%
$6.1M0.1%$134.35
0
2022-Q4
Decreased
67,377
-8.0%
$9.8M0.1%$141.29
0
2022-Q3
Increased
73,198
+6.1%
$9.6M0.1%$127.82
35
2022-Q2
New
68,996
-
$9.4M0.1%$130.66
46

Other major holders of MTUM: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV

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