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Archvest Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Archvest Wealth Advisors’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 		$4.66M Buy
19,436
+973
+5% +$244K 3.01% 9
2025
Q4 		$4.62M Buy
18,463
+639
+4% +$160K 2.95% 9
2025
Q3 		$4.57M Buy
17,824
+779
+5% +$191K 4.05% 8
2025
Q2 		$4.1M Buy
17,045
+1,120
+7% +$244K 3.57% 9
2025
Q1 		$3.22M Buy
15,925
+2,101
+15% +$449K 2.66% 13
2024
Q4 		$2.86M Buy
13,824
+3,572
+35% +$748K 2.07% 13
2024
Q3 		$2.08M Buy
10,252
+1,992
+24% +$386K 1.32% 12
2024
Q2 		$1.61M Buy
8,260
+4,326
+110% +$807K 1.07% 17
2024
Q1 		$738K Buy
+3,934
New +$687K 0.52% 30

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 $8.74B AUM 14.62% 1-Year Est. Return

Archvest Wealth Advisors's MTUM Position: Q1 2026 in Review

Archvest Wealth Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 5.3% in Q1 2026, buying an estimated $244K and bringing the position to 19,436 shares worth $4.66M. The position accounts for 3.01% of the portfolio, ranked #9.

Archvest Wealth Advisors first reported a position in MTUM in Q1 2024 and has held it in 9 quarters since. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Archvest Wealth Advisors held 19,436 shares of iShares MSCI USA Momentum Factor ETF worth $4.66M as of Q1 2026.
  • Archvest Wealth Advisors bought 973 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $244K.
  • iShares MSCI USA Momentum Factor ETF made up 3.01% of Archvest Wealth Advisors's portfolio in Q1 2026, its #9 holding.
  • Archvest Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Archvest Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.