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Atria Wealth Solutions’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Atria Wealth Solutions’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
Q2 		$13M Sell
54,097
-33,948
-39% -$7.41M 0.29% 73
2025
Q1 		$17.8M Sell
88,045
-6,097
-6% -$1.3M 0.21% 97
2024
Q4 		$19.5M Buy
94,142
+62,812
+200% +$13.2M 0.21% 98
2024
Q3 		$6.35M Sell
31,330
-3,801
-11% -$736K 0.07% 289
2024
Q2 		$6.85M Sell
35,131
-9,282
-21% -$1.73M 0.08% 262
2024
Q1 		$8.32M Buy
44,413
+15,027
+51% +$2.62M 0.09% 229
2023
Q4 		$4.61M Sell
29,386
-313
-1% -$45.9K 0.06% 341
2023
Q3 		$4.15M Sell
29,699
-2,923
-9% -$422K 0.06% 337
2023
Q2 		$4.71M Sell
32,622
-4,944
-13% -$695K 0.06% 302
2023
Q1 		$5.22M Sell
37,566
-59,478
-61% -$8.39M 0.08% 253
2022
Q4 		$14.2M Buy
97,044
+32,848
+51% +$4.77M 0.23% 99
2022
Q3 		$8.42M Sell
64,196
-7,101
-10% -$996K 0.15% 152
2022
Q2 		$9.72M Sell
71,297
-3,073
-4% -$451K 0.18% 127
2022
Q1 		$12.5M Buy
+74,370
New +$12.2M 0.21% 104

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Atria Wealth Solutions's MTUM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 39% in Q2 2025, selling an estimated $7.41M and leaving 54,097 shares worth $13M. The position accounts for 0.29% of the portfolio, ranked #73.

Atria Wealth Solutions first reported a position in MTUM in Q1 2022 and has held it in 14 quarters since. The position peaked at $19.5M in Q4 2024. 958 funds tracked by Wall St. Rank hold MTUM as of Q2 2025.

  • Atria Wealth Solutions held 54,097 shares of iShares MSCI USA Momentum Factor ETF worth $13M as of Q2 2025.
  • Atria Wealth Solutions sold 33,948 iShares MSCI USA Momentum Factor ETF shares in Q2 2025, an estimated $7.41M.
  • iShares MSCI USA Momentum Factor ETF made up 0.29% of Atria Wealth Solutions's portfolio in Q2 2025, its #73 holding.
  • Atria Wealth Solutions first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares MSCI USA Momentum Factor ETF position peaked at $19.5M in Q4 2024.
  • 958 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.