Aspect Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Aspect Partners’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 Q3	$1.4M	Hold	4,402	–	–	0.53%	30
2026 Q2	$1.51M	Buy	4,402 +1	+0%	+$298	0.56%	29
2026 Q1	$1.06M	Sell	4,401 -30	-0.7%	-$7.54K	0.43%	32
2025 Q4	$1.11M	Buy	4,431 +1	+0%	+$251	0.49%	33
2025 Q3	$1.14M	Buy	4,430 +2	+0%	+$490	0.52%	30
2025 Q2	$1.06M	Buy	4,428 +1	+0%	+$218	0.52%	30
2025 Q1	$895K	Buy	4,427 +2	+0%	+$427	0.51%	29
2024 Q4	$916K	Sell	4,425 -4	-0.1%	-$838	0.53%	29
2024 Q3	$898K	Buy	4,429 +2	+0%	+$387	0.5%	29
2024 Q2	$863K	Hold	4,427	–	–	0.51%	32
2024 Q1	$829K	Buy	4,427 +1	+0%	+$175	0.65%	31
2023 Q4	$694K	Buy	+4,426	New	+$650K	0.45%	34

Other funds holding MTUM

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Aspect Partners's MTUM Position: Q3 2026 in Review

Aspect Partners held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q3 2026 at 4,402 shares worth $1.4M. The position accounts for 0.53% of the portfolio, ranked #30.

Aspect Partners first reported a position in MTUM in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.51M in Q2 2026. 338 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

Aspect Partners held 4,402 shares of iShares MSCI USA Momentum Factor ETF worth $1.4M as of Q3 2026.
Aspect Partners left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q3 2026.
iShares MSCI USA Momentum Factor ETF made up 0.53% of Aspect Partners's portfolio in Q3 2026, its #30 holding.
Aspect Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's iShares MSCI USA Momentum Factor ETF position peaked at $1.51M in Q2 2026.
338 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.