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

Angeles 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
Q1 		$97.2K Sell
405
-203
-33% -$51K 0.01% 449
2025
Q4 		$152K Buy
+608
New +$153K 0.01% 382

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 $9.54B AUM 19.86% 1-Year Est. Return

Angeles Wealth Management's MTUM Position: Q1 2026 in Review

Angeles Wealth Management reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 33% in Q1 2026, selling an estimated $51K and leaving 405 shares worth $97.2K. The position accounts for 0.01% of the portfolio, ranked #449.

Angeles Wealth Management first reported a position in MTUM in Q4 2025 and has held it in 2 quarters since. The position peaked at $152K in Q4 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Angeles Wealth Management held 405 shares of iShares MSCI USA Momentum Factor ETF worth $97.2K as of Q1 2026.
  • Angeles Wealth Management sold 203 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $51K.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Angeles Wealth Management's portfolio in Q1 2026, its #449 holding.
  • Angeles Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • Angeles Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $152K in Q4 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.