Barnes Wealth Management Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Barnes Wealth Management Group’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	$3.56M	Sell	10,393 -2,411	-19%	-$719K	1.65%	11
2026 Q1	$3.07M	Buy	12,804 +448	+4%	+$113K	1.56%	12
2025 Q4	$3.09M	Buy	12,356 +2,638	+27%	+$662K	1.66%	16
2025 Q3	$2.49M	Sell	9,718 -229	-2%	-$56.1K	1.37%	19
2025 Q2	$2.39M	Buy	9,947 +92	+0.9%	+$20.1K	1.41%	20
2025 Q1	$1.99M	Buy	9,855 +160	+2%	+$34.2K	1.28%	20
2024 Q4	$2.01M	Buy	+9,695	New	+$2.03M	1.35%	20

Other funds holding MTUM

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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

Barnes Wealth Management Group's MTUM Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 19% in Q2 2026, selling an estimated $719K and leaving 10,393 shares worth $3.56M. The position accounts for 1.65% of the portfolio, ranked #11.

Barnes Wealth Management Group first reported a position in MTUM in Q4 2024 and has held it in 7 quarters since. 389 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Barnes Wealth Management Group held 10,393 shares of iShares MSCI USA Momentum Factor ETF worth $3.56M as of Q2 2026.
Barnes Wealth Management Group sold 2,411 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $719K.
iShares MSCI USA Momentum Factor ETF made up 1.65% of Barnes Wealth Management Group's portfolio in Q2 2026, its #11 holding.
Barnes Wealth Management Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
389 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.