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

Aprio 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	$566K	Sell	1,651 -138	-8%	-$41.2K	0.03%	350
2026 Q1	$429K	Buy	1,789 +949	+113%	+$238K	0.02%	397
2025 Q4	$210K	Sell	840 -320	-28%	-$80.3K	0.01%	515
2025 Q3	$298K	Sell	1,160 -29	-2%	-$7.1K	0.03%	332
2025 Q2	$286K	Buy	1,189 +11	+0.9%	+$2.4K	0.03%	301
2025 Q1	$238K	Buy	+1,178	New	+$252K	0.03%	317
2024 Q1	–	Sell	-1,793	Closed	-$281K	–	258
2023 Q4	$281K	Buy	1,793 +193	+12%	+$28.3K	0.06%	144
2023 Q3	$224K	Buy	+1,600	New	+$231K	0.06%	148

Other funds holding MTUM

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Aprio Wealth Management reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 7.7% in Q2 2026, selling an estimated $41.2K and leaving 1,651 shares worth $566K. The position accounts for 0.03% of the portfolio, ranked #350.

Aprio Wealth Management first reported a position in MTUM in Q3 2023 and has held it in 8 quarters since. 389 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Aprio Wealth Management held 1,651 shares of iShares MSCI USA Momentum Factor ETF worth $566K as of Q2 2026.
Aprio Wealth Management sold 138 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $41.2K.
iShares MSCI USA Momentum Factor ETF made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #350 holding.
Aprio Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2023 and has held it in 8 quarters since.
389 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.