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

Abound 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
Q2 		$97.1K Buy
283
+17
+6% +$5.07K 0.02% 168
2026
Q1 		$63.9K Hold
266
– – 0.01% 204
2025
Q4 		$66.6K Buy
266
+92
+53% +$23.1K 0.02% 187
2025
Q3 		$44.7K Buy
174
+37
+27% +$9.06K 0.01% 224
2025
Q2 		$33K Sell
137
-102
-43% -$22.3K 0.01% 262
2025
Q1 		$48.4K Buy
239
+102
+74% +$21.8K 0.02% 190
2024
Q4 		$28.4K Hold
137
– – 0.01% 232
2024
Q3 		$27.8K Hold
137
– – 0.01% 242
2024
Q2 		$26.7K Hold
137
– – 0.01% 219
2024
Q1 		$25.7K Hold
137
– – 0.01% 206
2023
Q4 		$21.5K Hold
137
– – 0.01% 240
2023
Q3 		$19.2K Hold
137
– – 0.01% 227
2023
Q2 		$19.8K Hold
137
– – 0.01% 221
2023
Q1 		$19.1K Buy
137
+65
+90% +$9.17K 0.01% 214
2022
Q4 		$10.5K Sell
72
-506
-88% -$73.4K 0.01% 256
2022
Q3 		$75.8K Buy
578
+49
+9% +$6.87K 0.04% 78
2022
Q2 		$72.2K Sell
529
-1
-0.2% -$147 0.04% 55
2022
Q1 		$89.2K Buy
530
+1
+0.2% +$165 0.06% 55
2021
Q4 		$96.2K Buy
+529
New +$97.5K 0.08% 50

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Abound Wealth Management's MTUM Position: Q2 2026 in Review

Abound Wealth Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 6.4% in Q2 2026, buying an estimated $5.07K and bringing the position to 283 shares worth $97.1K. The position accounts for 0.02% of the portfolio, ranked #168.

Abound Wealth Management first reported a position in MTUM in Q4 2021 and has held it in 19 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Abound Wealth Management held 283 shares of iShares MSCI USA Momentum Factor ETF worth $97.1K as of Q2 2026.
  • Abound Wealth Management bought 17 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $5.07K.
  • iShares MSCI USA Momentum Factor ETF made up 0.02% of Abound Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Abound Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.