BRWA
MTUM icon

B. Riley Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

B. Riley Wealth Advisors’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 		$3.09M Sell
9,184
-293
-3% -$87.4K 0.17% 129
2026
Q1 		$2.19M Sell
9,477
-391
-4% -$98.2K 0.14% 156
2025
Q4 		$2.47M Sell
9,868
-4,978
-34% -$1.25M 0.11% 178
2025
Q3 		$3.81M Sell
14,846
-7,621
-34% -$1.87M 0.18% 124
2025
Q2 		$5.4M Buy
+22,467
New +$4.9M 0.25% 83
2024
Q4 		$3.09M Buy
14,941
+7,711
+107% +$1.62M 0.1% 203
2024
Q3 		$1.46M Sell
7,230
-3,823
-35% -$740K 0.04% 396
2024
Q2 		$2.15M Buy
11,053
+2,814
+34% +$525K 0.05% 320
2024
Q1 		$1.15M Buy
8,239
+2,285
+38% +$399K 0.03% 482
2023
Q4 		$934K Sell
5,954
-2,285
-28% -$335K 0.03% 553
2023
Q3 		$1.15M Buy
8,239
+675
+9% +$97.4K 0.03% 482
2023
Q2 		$1.09M Sell
7,564
-533
-7% -$74.9K 0.02% 539
2023
Q1 		$1.13M Sell
8,097
-20,810
-72% -$2.94M 0.03% 506
2022
Q4 		$4.22M Buy
28,907
+21,524
+292% +$3.12M 0.12% 192
2022
Q3 		$969K Sell
7,383
-3,350
-31% -$470K 0.03% 515
2022
Q2 		$1.47M Sell
10,733
-800
-7% -$117K 0.06% 310
2022
Q1 		$1.94M Sell
11,533
-21,070
-65% -$3.47M 0.06% 309
2021
Q4 		$5.93M Sell
32,603
-37,407
-53% -$6.89M 0.17% 126
2021
Q3 		$12.3M Buy
70,010
+27,978
+67% +$4.97M 0.39% 50
2021
Q2 		$7.29M Sell
42,032
-1,117
-3% -$189K 0.24% 92
2021
Q1 		$6.94M Buy
43,149
+14,735
+52% +$2.44M 0.25% 92
2020
Q4 		$4.58M Sell
28,414
-27,635
-49% -$4.23M 0.25% 94
2020
Q3 		$8.26M Buy
56,049
+27,872
+99% +$3.98M 0.44% 55
2020
Q2 		$3.69M Buy
28,177
+31
+0.1% +$3.75K 0.25% 102
2020
Q1 		$3M Sell
28,146
-4,736
-14% -$585K 0.26% 95
2019
Q4 		$4.13M Sell
32,882
-4,825
-13% -$585K 0.35% 62
2019
Q3 		$4.5M Sell
37,707
-12,934
-26% -$1.56M 0.44% 45
2019
Q2 		$6.01M Buy
50,641
+18,061
+55% +$2.07M 0.66% 32
2019
Q1 		$3.65M Sell
32,580
-396
-1% -$42.6K 0.46% 52
2018
Q4 		$3.31M Sell
32,976
-2,800
-8% -$300K 0.47% 46
2018
Q3 		$4.26M Sell
35,776
-2,641
-7% -$304K 0.51% 42
2018
Q2 		$4.21M Sell
38,417
-23,536
-38% -$2.58M 0.56% 40
2018
Q1 		$6.56M Buy
61,953
+946
+2% +$103K 0.92% 15
2017
Q4 		$6.29M Buy
61,007
+3,588
+6% +$361K 0.85% 19
2017
Q3 		$5.49M Buy
57,419
+29,452
+105% +$2.72M 0.91% 21
2017
Q2 		$2.49M Buy
27,967
+16,740
+149% +$1.45M 0.45% 52
2017
Q1 		$929K Buy
11,227
+622
+6% +$49.8K 0.19% 139
2016
Q4 		$806K Buy
10,605
+2,165
+26% +$164K 0.16% 151
2016
Q3 		$653K Buy
8,440
+724
+9% +$56.2K 0.13% 198
2016
Q2 		$590K Buy
7,716
+2,507
+48% +$185K 0.12% 217
2016
Q1 		$381K Buy
5,209
+2,030
+64% +$142K 0.09% 287
2015
Q4 		$233K Buy
+3,179
New +$231K 0.05% 442

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
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

B. Riley Wealth Advisors's MTUM Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 3.1% in Q2 2026, selling an estimated $87.4K and leaving 9,184 shares worth $3.09M. The position accounts for 0.17% of the portfolio, ranked #129.

B. Riley Wealth Advisors first reported a position in MTUM in Q4 2015 and has held it in 42 quarters since. The position peaked at $12.3M in Q3 2021. 238 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • B. Riley Wealth Advisors held 9,184 shares of iShares MSCI USA Momentum Factor ETF worth $3.09M as of Q2 2026.
  • B. Riley Wealth Advisors sold 293 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $87.4K.
  • iShares MSCI USA Momentum Factor ETF made up 0.17% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #129 holding.
  • B. Riley Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2015 and has held it in 42 quarters since.
  • B. Riley Wealth Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $12.3M in Q3 2021.
  • 238 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.