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Axim Planning & Wealth’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Axim Planning & 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
2025
Q3 		– Sell
-978
Closed -$235K – 101
2025
Q2 		$235K Buy
+978
New +$213K 0.21% 49
2022
Q4 		– Sell
-114
Closed -$15K – 123
2022
Q3 		$15K Buy
114
+16
+16% +$2.24K 0.01% 95
2022
Q2 		$13K Buy
+98
New +$14.4K 0.01% 81

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Axim Planning & Wealth's MTUM Position: Q3 2025 in Review

Axim Planning & Wealth sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2025, closing a stake of 978 shares — an estimated $235K sold.

Axim Planning & Wealth first reported a position in MTUM in Q2 2022 and held it in 3 quarters. The position peaked at $235K in Q2 2025. 981 funds tracked by Wall St. Rank hold MTUM as of Q3 2025.

  • Axim Planning & Wealth reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Axim Planning & Wealth sold 978 iShares MSCI USA Momentum Factor ETF shares in Q3 2025, an estimated $235K.
  • Axim Planning & Wealth first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2022 and held it in 3 quarters.
  • Axim Planning & Wealth's iShares MSCI USA Momentum Factor ETF position peaked at $235K in Q2 2025.
  • 981 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2025.

Based on Axim Planning & Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.