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 Q3	$270K	Buy	3,408 +8	+0.2%	+$618	0.06%	165
2026 Q2	$291K	Buy	3,400 +4	+0.1%	+$298	0.07%	158
2026 Q1	$204K	Buy	3,396 +4	+0.1%	+$251	0.06%	179
2025 Q4	$212K	Buy	3,392 +8	+0.2%	+$502	0.05%	193
2025 Q3	$217K	Buy	3,384 +64	+2%	+$3.92K	0.05%	191
2025 Q2	$199K	Buy	+3,320	New	+$181K	0.05%	166
2023 Q3	–	Sell	-168	Closed	-$6.08K	–	597
2023 Q2	$6.08K	Sell	168 -56	-25%	-$1.97K	﹤0.01%	436
2023 Q1	$7.81K	Buy	+224	New	+$7.9K	﹤0.01%	398

Other funds holding MTUM

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Atticus Wealth Management's MTUM Position: Q3 2026 in Review

Atticus Wealth Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.24% in Q3 2026, buying an estimated $618 and bringing the position to 3,408 shares worth $270K. The position accounts for 0.06% of the portfolio, ranked #165.

Atticus Wealth Management first reported a position in MTUM in Q1 2023 and has held it in 8 quarters since. The position peaked at $291K in Q2 2026. 752 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

Atticus Wealth Management held 3,408 shares of iShares MSCI USA Momentum Factor ETF worth $270K as of Q3 2026.
Atticus Wealth Management bought 8 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $618.
iShares MSCI USA Momentum Factor ETF made up 0.06% of Atticus Wealth Management's portfolio in Q3 2026, its #165 holding.
Atticus Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2023 and has held it in 8 quarters since.
Atticus Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $291K in Q2 2026.
752 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.