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

BCGM Wealth Management’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 		$6.93M Sell
20,205
-6,009
-23% -$1.79M 1.46% 14
2026
Q1 		$6.29M Buy
26,214
+551
+2% +$138K 1.58% 14
2025
Q4 		$6.42M Buy
25,663
+7,960
+45% +$2M 1.64% 13
2025
Q3 		$4.54M Buy
17,703
+444
+3% +$109K 1.18% 26
2025
Q2 		$4.15M Buy
17,259
+265
+2% +$57.8K 1.17% 28
2025
Q1 		$3.44M Buy
16,994
+550
+3% +$118K 1.06% 27
2024
Q4 		$3.4M Buy
16,444
+12,674
+336% +$2.66M 1.08% 27
2024
Q3 		$764K Buy
3,770
+2
+0.1% +$387 0.25% 77
2024
Q2 		$734K Buy
3,768
+1
+0% +$187 0.25% 79
2024
Q1 		$706K Sell
3,767
-48
-1% -$8.38K 0.25% 74
2023
Q4 		$599K Sell
3,815
-558
-13% -$81.9K 0.24% 69
2023
Q3 		$611K Sell
4,373
-100
-2% -$14.4K 0.28% 64
2023
Q2 		$645K Buy
4,473
+153
+4% +$21.5K 0.28% 63
2023
Q1 		$601K Sell
4,320
-1,543
-26% -$218K 0.3% 62
2022
Q4 		$856K Sell
5,863
-65
-1% -$9.43K 0.42% 54
2022
Q3 		$859K Sell
5,928
-695
-10% -$97.5K 0.43% 53
2022
Q2 		$950K Sell
6,623
-1,398
-17% -$205K 0.48% 46
2022
Q1 		$1.18M Sell
8,021
-1,103
-12% -$182K 0.64% 36
2021
Q4 		$1.66M Sell
9,124
-575
-6% -$106K 0.89% 22
2021
Q3 		$1.85M Sell
9,699
-1,285
-12% -$228K 1.03% 17
2021
Q2 		$1.92M Sell
10,984
-18,164
-62% -$3.08M 1.14% 17
2021
Q1 		$4.98M Buy
29,148
+290
+1% +$47.9K 3.41% 8
2020
Q4 		$5.14M Buy
+28,858
New +$4.42M 3.64% 9

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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

BCGM Wealth Management's MTUM Position: Q2 2026 in Review

BCGM Wealth Management reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 23% in Q2 2026, selling an estimated $1.79M and leaving 20,205 shares worth $6.93M. The position accounts for 1.46% of the portfolio, ranked #14.

BCGM Wealth Management first reported a position in MTUM in Q4 2020 and has held it in 23 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • BCGM Wealth Management held 20,205 shares of iShares MSCI USA Momentum Factor ETF worth $6.93M as of Q2 2026.
  • BCGM Wealth Management sold 6,009 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $1.79M.
  • iShares MSCI USA Momentum Factor ETF made up 1.46% of BCGM Wealth Management's portfolio in Q2 2026, its #14 holding.
  • BCGM Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.