Atlas Brown’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Atlas Brown’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	$863K	Sell	2,518 -31	-1%	-$9.25K	0.23%	99
2026 Q1	$612K	Buy	2,549 +148	+6%	+$37.2K	0.18%	115
2025 Q4	$601K	Buy	2,401 +144	+6%	+$36.2K	0.18%	114
2025 Q3	$579K	Buy	2,257 +16	+0.7%	+$3.92K	0.17%	116
2025 Q2	$539K	Buy	2,241 +18	+0.8%	+$3.93K	0.17%	118
2025 Q1	$449K	Buy	2,223 +219	+11%	+$46.8K	0.16%	134
2024 Q4	$415K	Buy	2,004 +32	+2%	+$6.7K	0.14%	140
2024 Q3	$400K	Sell	1,972 -76	-4%	-$14.7K	0.14%	141
2024 Q2	$399K	Buy	2,048 +44	+2%	+$8.21K	0.14%	140
2024 Q1	$375K	Hold	2,004	–	–	0.14%	140
2023 Q4	$314K	Buy	2,004 +7	+0.4%	+$1.03K	0.13%	141
2023 Q3	$279K	Hold	1,997	–	–	0.13%	144
2023 Q2	$288K	Buy	1,997 +5	+0.3%	+$703	0.13%	146
2023 Q1	$277K	Buy	1,992 +7	+0.4%	+$988	0.13%	148
2022 Q4	$290K	Buy	1,985 +7	+0.4%	+$1.02K	0.14%	140
2022 Q3	$260K	Sell	1,978 -588	-23%	-$82.5K	0.13%	144
2022 Q2	$350K	Sell	2,566 -1,679	-40%	-$247K	0.17%	133
2022 Q1	$714K	Sell	4,245 -56	-1%	-$9.22K	0.29%	105
2021 Q4	$782K	Sell	4,301 -86	-2%	-$15.8K	0.3%	101
2021 Q3	$770K	Buy	4,387 +63	+1%	+$11.2K	0.33%	92
2021 Q2	$750K	Sell	4,324 -24	-0.6%	-$4.07K	0.32%	95
2021 Q1	$699K	Buy	4,348 +283	+7%	+$46.8K	0.33%	91
2020 Q4	$656K	Buy	4,065 +121	+3%	+$18.5K	0.34%	90
2020 Q3	$581K	Buy	3,944 +4	+0.1%	+$572	0.34%	86
2020 Q2	$516K	Buy	3,940 +87	+2%	+$10.5K	0.33%	90
2020 Q1	$410K	Buy	3,853 +51	+1%	+$6.3K	0.32%	90
2019 Q4	$477K	Sell	3,802 -11	-0.3%	-$1.33K	0.3%	95
2019 Q3	$455K	Buy	3,813 +134	+4%	+$16.2K	0.32%	89
2019 Q2	$436K	Buy	3,679 +784	+27%	+$89.8K	0.3%	92
2019 Q1	$325K	Buy	2,895 +329	+13%	+$35.4K	0.23%	108
2018 Q4	$257K	Buy	2,566 +150	+6%	+$16.1K	0.2%	119
2018 Q3	$288K	Buy	2,416 +245	+11%	+$28.2K	0.18%	122
2018 Q2	$244K	Buy	+2,171	New	+$238K	0.06%	128
2018 Q1	–	Sell	-2,221	Closed	-$248K	–	143
2017 Q4	$248K	Buy	+2,221	New	+$224K	0.04%	130

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Atlas Brown's MTUM Position: Q2 2026 in Review

Atlas Brown reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 1.2% in Q2 2026, selling an estimated $9.25K and leaving 2,518 shares worth $863K. The position accounts for 0.23% of the portfolio, ranked #99.

Atlas Brown first reported a position in MTUM in Q4 2017 and has held it in 34 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Atlas Brown held 2,518 shares of iShares MSCI USA Momentum Factor ETF worth $863K as of Q2 2026.
Atlas Brown sold 31 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $9.25K.
iShares MSCI USA Momentum Factor ETF made up 0.23% of Atlas Brown's portfolio in Q2 2026, its #99 holding.
Atlas Brown first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2017 and has held it in 34 quarters since.
1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.