AmeriFlex Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

AmeriFlex 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 Q3	$29.5K	Buy	2,736 +2,276	+495%	+$176K	0.01%	668
2026 Q2	$39.5K	Sell	460 -16	-3%	-$1.19K	0.02%	556
2026 Q1	$28.6K	Hold	476	–	–	0.01%	538
2025 Q4	$29.8K	Sell	476 -172	-27%	-$10.8K	0.02%	527
2025 Q3	$41.6K	Buy	648 +556	+604%	+$34K	0.02%	488
2025 Q2	$5.37K	Hold	92	–	–	﹤0.01%	817
2025 Q1	$4.57K	Hold	92	–	–	﹤0.01%	1013
2024 Q4	$4.95K	Buy	+92	New	+$4.82K	﹤0.01%	916

Other funds holding MTUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AmeriFlex Group's MTUM Position: Q3 2026 in Review

AmeriFlex Group increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 495% in Q3 2026, buying an estimated $176K and bringing the position to 2,736 shares worth $29.5K. The position accounts for 0.01% of the portfolio, ranked #668.

AmeriFlex Group first reported a position in MTUM in Q4 2024 and has held it in 8 quarters since. The position peaked at $41.6K in Q3 2025. 993 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

AmeriFlex Group held 2,736 shares of iShares MSCI USA Momentum Factor ETF worth $29.5K as of Q3 2026.
AmeriFlex Group bought 2,276 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $176K.
iShares MSCI USA Momentum Factor ETF made up 0.01% of AmeriFlex Group's portfolio in Q3 2026, its #668 holding.
AmeriFlex Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 8 quarters since.
AmeriFlex Group's iShares MSCI USA Momentum Factor ETF position peaked at $41.6K in Q3 2025.
993 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on AmeriFlex Group's 13F filing for Q3 2026, filed 13 Nov 2026.