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Atlantic Private Wealth’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Atlantic Private Wealth’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 		$29K Hold
121
– – 0.02% 158
2025
Q4 		$30.2K Hold
121
– – 0.02% 145
2025
Q3 		$31K Hold
121
– – 0.02% 129
2025
Q2 		$29K Buy
+121
New +$26.4K 0.02% 133

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

Atlantic Private Wealth's MTUM Position: Q1 2026 in Review

Atlantic Private Wealth held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q1 2026 at 121 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #158.

Atlantic Private Wealth first reported a position in MTUM in Q2 2025 and has held it in 4 quarters since. The position peaked at $31K in Q3 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Atlantic Private Wealth held 121 shares of iShares MSCI USA Momentum Factor ETF worth $29K as of Q1 2026.
  • Atlantic Private Wealth left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.02% of Atlantic Private Wealth's portfolio in Q1 2026, its #158 holding.
  • Atlantic Private Wealth first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • Atlantic Private Wealth's iShares MSCI USA Momentum Factor ETF position peaked at $31K in Q3 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.