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 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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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

Aspect Partners's MTUM Position: Q2 2026 in Review

Aspect Partners increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.02% in Q2 2026, buying an estimated $298 and bringing the position to 4,402 shares worth $1.51M. The position accounts for 0.56% of the portfolio, ranked #29.

Aspect Partners first reported a position in MTUM in Q4 2023 and has held it in 11 quarters since. 392 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Aspect Partners held 4,402 shares of iShares MSCI USA Momentum Factor ETF worth $1.51M as of Q2 2026.
Aspect Partners bought 1 iShares MSCI USA Momentum Factor ETF share in Q2 2026, an estimated $298.
iShares MSCI USA Momentum Factor ETF made up 0.56% of Aspect Partners's portfolio in Q2 2026, its #29 holding.
Aspect Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2023 and has held it in 11 quarters since.
392 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.