Axis Wealth Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Axis Wealth Partners’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	–	Sell	-1,425	Closed	-$342K	–	195
2026 Q1	$342K	Buy	1,425 +94	+7%	+$23.6K	0.18%	128
2025 Q4	$333K	Buy	1,331 +391	+42%	+$98.2K	0.18%	128
2025 Q3	$241K	Sell	940 -47	-5%	-$11.5K	0.14%	145
2025 Q2	$237K	Sell	987 -62	-6%	-$13.5K	0.16%	133
2025 Q1	$212K	Hold	1,049	–	–	0.16%	137
2024 Q4	$217K	Buy	+1,049	New	+$220K	0.18%	126

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

Axis Wealth Partners's MTUM Position: Q2 2026 in Review

Axis Wealth Partners sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026, closing a stake of 1,425 shares — an estimated $342K sold.

Axis Wealth Partners first reported a position in MTUM in Q4 2024 and held it in 6 quarters. The position peaked at $342K in Q1 2026. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Axis Wealth Partners reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
Axis Wealth Partners sold 1,425 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $342K.
Axis Wealth Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and held it in 6 quarters.
Axis Wealth Partners's iShares MSCI USA Momentum Factor ETF position peaked at $342K in Q1 2026.
1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.