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Baker Boyer National Bank’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Baker Boyer National Bank’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 		$3.18M Buy
9,265
+95
+1% +$28.3K 0.87% 14
2026
Q1 		$2.2M Buy
9,170
+1,177
+15% +$296K 0.66% 17
2025
Q4 		$2M Buy
7,993
+768
+11% +$193K 0.6% 17
2025
Q3 		$1.85M Sell
7,225
-82
-1% -$20.1K 0.62% 15
2025
Q2 		$1.76M Hold
7,307
– – 0.61% 16
2025
Q1 		$1.48M Buy
7,307
+72
+1% +$15.4K 0.54% 16
2024
Q4 		$1.5M Sell
7,235
-305
-4% -$63.9K 0.52% 19
2024
Q3 		$1.53M Buy
7,540
+5
+0.1% +$968 0.51% 20
2024
Q2 		$1.47M Buy
7,535
+461
+7% +$86K 0.51% 19
2024
Q1 		$1.33M Buy
7,074
+899
+15% +$157K 0.46% 22
2023
Q4 		$969K Buy
6,175
+2,795
+83% +$410K 0.36% 28
2023
Q3 		$472K Buy
3,380
+87
+3% +$12.6K 0.19% 55
2023
Q2 		$475K Sell
3,293
-80
-2% -$11.2K 0.18% 44
2023
Q1 		$469K Buy
3,373
+130
+4% +$18.3K 0.18% 43
2022
Q4 		$473K Buy
3,243
+405
+14% +$58.8K 0.2% 43
2022
Q3 		$372K Buy
2,838
+114
+4% +$16K 0.17% 48
2022
Q2 		$371K Buy
2,724
+381
+16% +$55.9K 0.19% 53
2022
Q1 		$394K Buy
+2,343
New +$386K 0.19% 57
2021
Q2 		$371K Buy
+2,724
New +$461K 0.19% 53

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Baker Boyer National Bank's MTUM Position: Q2 2026 in Review

Baker Boyer National Bank increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 1% in Q2 2026, buying an estimated $28.3K and bringing the position to 9,265 shares worth $3.18M. The position accounts for 0.87% of the portfolio, ranked #14.

Baker Boyer National Bank first reported a position in MTUM in Q2 2021 and has held it in 19 quarters since. 581 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Baker Boyer National Bank held 9,265 shares of iShares MSCI USA Momentum Factor ETF worth $3.18M as of Q2 2026.
  • Baker Boyer National Bank bought 95 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $28.3K.
  • iShares MSCI USA Momentum Factor ETF made up 0.87% of Baker Boyer National Bank's portfolio in Q2 2026, its #14 holding.
  • Baker Boyer National Bank first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2021 and has held it in 19 quarters since.
  • 581 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Baker Boyer National Bank's 13F filing for Q2 2026, filed 27 Jul 2026.