Atticus Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Atticus Wealth Management’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	$291K	Buy	850 +1	+0.1%	+$298	0.07%	158
2026 Q1	$204K	Buy	849 +1	+0.1%	+$251	0.06%	179
2025 Q4	$212K	Buy	848 +2	+0.2%	+$502	0.05%	193
2025 Q3	$217K	Buy	846 +16	+2%	+$3.92K	0.05%	191
2025 Q2	$199K	Buy	+830	New	+$181K	0.05%	166
2023 Q3	–	Sell	-42	Closed	-$6.08K	–	597
2023 Q2	$6.08K	Sell	42 -14	-25%	-$1.97K	﹤0.01%	436
2023 Q1	$7.81K	Buy	+56	New	+$7.9K	﹤0.01%	398

Other funds holding MTUM

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

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

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Atticus Wealth Management's MTUM Position: Q2 2026 in Review

Atticus Wealth Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.12% in Q2 2026, buying an estimated $298 and bringing the position to 850 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #158.

Atticus Wealth Management first reported a position in MTUM in Q1 2023 and has held it in 7 quarters since. 221 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Atticus Wealth Management held 850 shares of iShares MSCI USA Momentum Factor ETF worth $291K as of Q2 2026.
Atticus Wealth Management bought 1 iShares MSCI USA Momentum Factor ETF share in Q2 2026, an estimated $298.
iShares MSCI USA Momentum Factor ETF made up 0.07% of Atticus Wealth Management's portfolio in Q2 2026, its #158 holding.
Atticus Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2023 and has held it in 7 quarters since.
221 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.