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

Benchmark 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
2025
Q2 		$1.05M Buy
4,362
+766
+21% +$167K 0.47% 29
2025
Q1 		$727K Buy
+3,596
New +$768K 0.35% 31

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Benchmark Wealth Management's MTUM Position: Q2 2025 in Review

Benchmark Wealth Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 21% in Q2 2025, buying an estimated $167K and bringing the position to 4,362 shares worth $1.05M. The position accounts for 0.47% of the portfolio, ranked #29.

Benchmark Wealth Management first reported a position in MTUM in Q1 2025 and has held it in 2 quarters since. 955 funds tracked by Wall St. Rank hold MTUM as of Q2 2025.

  • Benchmark Wealth Management held 4,362 shares of iShares MSCI USA Momentum Factor ETF worth $1.05M as of Q2 2025.
  • Benchmark Wealth Management bought 766 iShares MSCI USA Momentum Factor ETF shares in Q2 2025, an estimated $167K.
  • iShares MSCI USA Momentum Factor ETF made up 0.47% of Benchmark Wealth Management's portfolio in Q2 2025, its #29 holding.
  • Benchmark Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2025 and has held it in 2 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.