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Arlington Financial Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Arlington Financial 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
2025
Q4 		– Sell
-3,648
Closed -$936K – 121
2025
Q3 		$936K Buy
+3,648
New +$893K 0.14% 46

Other funds holding MTUM

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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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Arlington Financial Advisors's MTUM Position: Q4 2025 in Review

Arlington Financial Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2025, closing a stake of 3,648 shares — an estimated $936K sold.

Arlington Financial Advisors first reported a position in MTUM in Q3 2025 and held it in 1 quarter. The position peaked at $936K in Q3 2025. 1,049 funds tracked by Wall St. Rank hold MTUM as of Q4 2025.

  • Arlington Financial Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Arlington Financial Advisors sold 3,648 iShares MSCI USA Momentum Factor ETF shares in Q4 2025, an estimated $936K.
  • Arlington Financial Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2025 and held it in 1 quarter.
  • Arlington Financial Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $936K in Q3 2025.
  • 1,049 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2025.

Based on Arlington Financial Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.