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Beaumont Financial Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Beaumont Financial 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
Q1 		$207K Buy
865
+33
+4% +$8.29K 0.01% 350
2025
Q4 		$208K Sell
832
-48
-5% -$12.1K 0.01% 354
2025
Q3 		$226K Buy
+880
New +$216K 0.02% 373
2024
Q2 		– Sell
-1,443
Closed -$270K – 371
2024
Q1 		$270K Sell
1,443
-6
-0.4% -$1.05K 0.02% 294
2023
Q4 		$227K Sell
1,449
-638
-31% -$93.6K 0.02% 308
2023
Q3 		$291K Hold
2,087
– – 0.03% 252
2023
Q2 		$301K Sell
2,087
-414
-17% -$58.2K 0.03% 265
2023
Q1 		$348K Buy
2,501
+1,022
+69% +$144K 0.04% 225
2022
Q4 		$216K Buy
+1,479
New +$215K 0.02% 298
2022
Q1 		– Sell
-2,204
Closed -$401K – 376
2021
Q4 		$401K Buy
2,204
+156
+8% +$28.7K 0.03% 239
2021
Q3 		$360K Sell
2,048
-664
-24% -$118K 0.03% 249
2021
Q2 		$453K Buy
2,712
+1,380
+104% +$234K 0.03% 224
2021
Q1 		$214K Sell
1,332
-53,735
-98% -$8.88M 0.02% 322
2020
Q4 		$8.88M Buy
55,067
+52,363
+1,937% +$8.02M 0.79% 34
2020
Q3 		$398K Sell
2,704
-6,532
-71% -$933K 0.04% 218
2020
Q2 		$1.21M Buy
+9,236
New +$1.12M 0.13% 124
2020
Q1 		– Sell
-37,051
Closed -$4.65M – 271
2019
Q4 		$4.65M Buy
37,051
+3,598
+11% +$437K 0.46% 58
2019
Q3 		$3.99M Buy
33,453
+3,177
+10% +$383K 0.4% 62
2019
Q2 		$3.59M Buy
30,276
+7,317
+32% +$838K 0.37% 65
2019
Q1 		$2.58M Buy
+22,959
New +$2.47M 0.28% 77
2018
Q4 		– Sell
-6,132
Closed -$730K – 225
2018
Q3 		$730K Buy
6,132
+3,099
+102% +$356K 0.07% 117
2018
Q2 		$333K Buy
3,033
+254
+9% +$27.8K 0.04% 159
2018
Q1 		$294K Sell
2,779
-503
-15% -$54.8K 0.03% 172
2017
Q4 		$338K Sell
3,282
-21
-0.6% -$2.12K 0.04% 143
2017
Q3 		$316K Buy
+3,303
New +$306K 0.04% 141

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Beaumont Financial Advisors's MTUM Position: Q1 2026 in Review

Beaumont Financial Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 4% in Q1 2026, buying an estimated $8.29K and bringing the position to 865 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #350.

Beaumont Financial Advisors first reported a position in MTUM in Q3 2017 and has held it in 25 quarters since. The position peaked at $8.88M in Q4 2020. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Beaumont Financial Advisors held 865 shares of iShares MSCI USA Momentum Factor ETF worth $207K as of Q1 2026.
  • Beaumont Financial Advisors bought 33 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $8.29K.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Beaumont Financial Advisors's portfolio in Q1 2026, its #350 holding.
  • Beaumont Financial Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2017 and has held it in 25 quarters since.
  • Beaumont Financial Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $8.88M in Q4 2020.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.