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Bellars Harris Wealth Management, LLC’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Bellars Harris Wealth Management, LLC’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 		$4.8M Buy
+13,993
New +$4.18M 0.98% 50

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

Bellars Harris Wealth Management, LLC's MTUM Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 13,993 shares worth $4.8M. The stake represents 0.98% of the portfolio and ranks #50 among its holdings.

803 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Bellars Harris Wealth Management, LLC held 13,993 shares of iShares MSCI USA Momentum Factor ETF worth $4.8M as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.98% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #50 holding.
  • 803 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.