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

ADG Wealth Management Group’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 		$343K Buy
1,431
+373
+35% +$93.7K 0.24% 28
2025
Q4 		$265K Buy
+1,058
New +$266K 0.2% 33

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 $8.74B AUM 14.62% 1-Year Est. Return

ADG Wealth Management Group's MTUM Position: Q1 2026 in Review

ADG Wealth Management Group increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 35% in Q1 2026, buying an estimated $93.7K and bringing the position to 1,431 shares worth $343K. The position accounts for 0.24% of the portfolio, ranked #28.

ADG Wealth Management Group first reported a position in MTUM in Q4 2025 and has held it in 2 quarters since. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • ADG Wealth Management Group held 1,431 shares of iShares MSCI USA Momentum Factor ETF worth $343K as of Q1 2026.
  • ADG Wealth Management Group bought 373 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $93.7K.
  • iShares MSCI USA Momentum Factor ETF made up 0.24% of ADG Wealth Management Group's portfolio in Q1 2026, its #28 holding.
  • ADG Wealth Management Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on ADG Wealth Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.