Advisor Resource Council
MTUM icon

Advisor Resource Council’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Advisor Resource Council’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
Q3 		$693K Buy
+8,580
New +$662K 0.23% 95
2025
Q2 		– Sell
-63,080
Closed -$3.08M – 434
2025
Q1 		$3.08M Buy
+63,080
New +$3.37M 0.25% 106
2022
Q3 		– Sell
-138,004
Closed -$4.7M – 364
2022
Q2 		$4.7M Buy
+138,004
New +$5.07M 0.44% 52

Other funds holding MTUM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Advisor Resource Council's MTUM Position: Q3 2026 in Review

Advisor Resource Council opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2026: 8,580 shares worth $693K. The stake represents 0.23% of the portfolio and ranks #95 among its holdings. This is a return to the name: Advisor Resource Council previously reported a position in MTUM as recently as Q1 2025.

Advisor Resource Council first reported a position in MTUM in Q2 2022 and has held it in 3 quarters since. The position peaked at $4.7M in Q2 2022. 802 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • Advisor Resource Council held 8,580 shares of iShares MSCI USA Momentum Factor ETF worth $693K as of Q3 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Advisor Resource Council position in Q3 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.23% of Advisor Resource Council's portfolio in Q3 2026, its #95 holding.
  • Advisor Resource Council first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2022 and has held it in 3 quarters since.
  • Advisor Resource Council's iShares MSCI USA Momentum Factor ETF position peaked at $4.7M in Q2 2022.
  • 802 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Advisor Resource Council's 13F filing for Q3 2026, filed 5 Nov 2026.