5W
MTUM icon

5T Wealth’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

5T Wealth’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 		$4.75M Sell
13,854
-3,212
-19% -$959K 1.77% 13
2026
Q1 		$4.1M Buy
17,066
+1,131
+7% +$284K 1.62% 19
2025
Q4 		$3.99M Buy
15,935
+2,246
+16% +$564K 1.59% 20
2025
Q3 		$3.51M Buy
13,689
+776
+6% +$190K 1.53% 19
2025
Q2 		$3.1M Buy
12,913
+1,040
+9% +$227K 1.47% 20
2025
Q1 		$2.4M Sell
11,873
-1,528
-11% -$327K 1.29% 22
2024
Q4 		$2.77M Buy
+13,401
New +$2.81M 1.52% 17

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

5T Wealth's MTUM Position: Q2 2026 in Review

5T Wealth reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 19% in Q2 2026, selling an estimated $959K and leaving 13,854 shares worth $4.75M. The position accounts for 1.77% of the portfolio, ranked #13.

5T Wealth first reported a position in MTUM in Q4 2024 and has held it in 7 quarters since. 461 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • 5T Wealth held 13,854 shares of iShares MSCI USA Momentum Factor ETF worth $4.75M as of Q2 2026.
  • 5T Wealth sold 3,212 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $959K.
  • iShares MSCI USA Momentum Factor ETF made up 1.77% of 5T Wealth's portfolio in Q2 2026, its #13 holding.
  • 5T Wealth first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 461 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.