BCU Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

BCU 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	$1.69M	Sell	4,923 -1,418	-22%	-$423K	0.56%	18
2026 Q1	$1.52M	Buy	6,341 +346	+6%	+$86.9K	0.57%	21
2025 Q4	$1.5M	Buy	5,995 +2,071	+53%	+$520K	0.57%	19
2025 Q3	$1.01M	Buy	3,924 +1,094	+39%	+$268K	0.41%	25
2025 Q2	$680K	Buy	2,830 +600	+27%	+$131K	0.31%	25
2025 Q1	$451K	Sell	2,230 -766	-26%	-$164K	0.23%	32
2024 Q4	$620K	Buy	+2,996	New	+$628K	0.35%	24

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 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

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

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

BCU Wealth Advisors's MTUM Position: Q2 2026 in Review

BCU Wealth Advisors reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 22% in Q2 2026, selling an estimated $423K and leaving 4,923 shares worth $1.69M. The position accounts for 0.56% of the portfolio, ranked #18.

BCU Wealth Advisors first reported a position in MTUM in Q4 2024 and has held it in 7 quarters since. 237 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

BCU Wealth Advisors held 4,923 shares of iShares MSCI USA Momentum Factor ETF worth $1.69M as of Q2 2026.
BCU Wealth Advisors sold 1,418 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $423K.
iShares MSCI USA Momentum Factor ETF made up 0.56% of BCU Wealth Advisors's portfolio in Q2 2026, its #18 holding.
BCU Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
237 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

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