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Ares Financial Consulting’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Ares Financial Consulting’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 		$53.5K Hold
156
– – 0.04% 219
2026
Q1 		$38.2K Hold
156
– – 0.03% 257
2025
Q4 		$39K Buy
+156
New +$39.2K 0.04% 181

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SOMRS
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AssetMark Inc
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EWM
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OWM
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PAS
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Citigroup
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Wealth Enhancement Advisory Services
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Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ares Financial Consulting's MTUM Position: Q2 2026 in Review

Ares Financial Consulting held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 156 shares worth $53.5K. The position accounts for 0.04% of the portfolio, ranked #219.

Ares Financial Consulting first reported a position in MTUM in Q4 2025 and has held it in 3 quarters since. 705 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Ares Financial Consulting held 156 shares of iShares MSCI USA Momentum Factor ETF worth $53.5K as of Q2 2026.
  • Ares Financial Consulting left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.04% of Ares Financial Consulting's portfolio in Q2 2026, its #219 holding.
  • Ares Financial Consulting first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 705 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.