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Arcadia Wealth Management (New Hampshire)’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Arcadia Wealth Management (New Hampshire)’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 		$758K Buy
2,212
+320
+17% +$95.5K 0.24% 45
2026
Q1 		$454K Buy
1,892
+445
+31% +$112K 0.16% 53
2025
Q4 		$362K Buy
1,447
+154
+12% +$38.7K 0.13% 55
2025
Q3 		$332K Buy
1,293
+161
+14% +$39.4K 0.13% 56
2025
Q2 		$272K Sell
1,132
-87
-7% -$19K 0.12% 55
2025
Q1 		$246K Sell
1,219
-18
-1% -$3.85K 0.12% 59
2024
Q4 		$256K Buy
1,237
+107
+9% +$22.4K 0.13% 56
2024
Q3 		$229K Buy
+1,130
New +$219K 0.12% 57
2024
Q2 		– Sell
-1,603
Closed -$300K – 63
2024
Q1 		$300K Sell
1,603
-5
-0.3% -$873 0.18% 48
2023
Q4 		$252K Sell
1,608
-161
-9% -$23.6K 0.18% 50
2023
Q3 		$247K Sell
1,769
-35
-2% -$5.05K 0.19% 44
2023
Q2 		$260K Buy
+1,804
New +$254K 0.19% 46
2023
Q1 		– Sell
-1,765
Closed -$258K – 61
2022
Q4 		$258K Buy
+1,765
New +$256K 0.23% 48

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
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
FG
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

Arcadia Wealth Management (New Hampshire)'s MTUM Position: Q2 2026 in Review

Arcadia Wealth Management (New Hampshire) increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 17% in Q2 2026, buying an estimated $95.5K and bringing the position to 2,212 shares worth $758K. The position accounts for 0.24% of the portfolio, ranked #45.

Arcadia Wealth Management (New Hampshire) first reported a position in MTUM in Q4 2022 and has held it in 13 quarters since. 489 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Arcadia Wealth Management (New Hampshire) held 2,212 shares of iShares MSCI USA Momentum Factor ETF worth $758K as of Q2 2026.
  • Arcadia Wealth Management (New Hampshire) bought 320 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $95.5K.
  • iShares MSCI USA Momentum Factor ETF made up 0.24% of Arcadia Wealth Management (New Hampshire)'s portfolio in Q2 2026, its #45 holding.
  • Arcadia Wealth Management (New Hampshire) first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and has held it in 13 quarters since.
  • 489 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2026, filed 20 Jul 2026.