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

Beaird Harris 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	$226K	Buy	660 +135	+26%	+$40.3K	0.01%	136
2026 Q1	$126K	Hold	525	–	–	0.01%	167
2025 Q4	$131K	Sell	525 -55	-9%	-$13.8K	0.01%	164
2025 Q3	$149K	Buy	580 +6	+1%	+$1.47K	0.01%	149
2025 Q2	$138K	Hold	574	–	–	0.01%	152
2025 Q1	$116K	Hold	574	–	–	0.01%	154
2024 Q4	$119K	Hold	574	–	–	0.01%	159
2024 Q3	$116K	Hold	574	–	–	0.01%	164
2024 Q2	$112K	Buy	574 +436	+316%	+$81.4K	0.01%	156
2024 Q1	$25.9K	Hold	138	–	–	﹤0.01%	256
2023 Q4	$21.7K	Hold	138	–	–	﹤0.01%	253
2023 Q3	$19.3K	Hold	138	–	–	﹤0.01%	237
2023 Q2	$19.9K	Hold	138	–	–	﹤0.01%	229
2023 Q1	$19.2K	Hold	138	–	–	﹤0.01%	228
2022 Q4	$20.1K	Hold	138	–	–	﹤0.01%	256
2022 Q3	$18K	Hold	138	–	–	﹤0.01%	235
2022 Q2	$19K	Hold	138	–	–	0.01%	213
2022 Q1	$23K	Buy	+138	New	+$22.7K	0.01%	243

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Beaird Harris Wealth Management's MTUM Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 26% in Q2 2026, buying an estimated $40.3K and bringing the position to 660 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #136.

Beaird Harris Wealth Management first reported a position in MTUM in Q1 2022 and has held it in 18 quarters since. 212 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Beaird Harris Wealth Management held 660 shares of iShares MSCI USA Momentum Factor ETF worth $226K as of Q2 2026.
Beaird Harris Wealth Management bought 135 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $40.3K.
iShares MSCI USA Momentum Factor ETF made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #136 holding.
Beaird Harris Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2022 and has held it in 18 quarters since.
212 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.