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

BostonPremier Wealth’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 Q3	$234K	Buy	2,952 +84	+3%	+$6.48K	0.1%	73
2026 Q2	$246K	Buy	+2,868	New	+$214K	0.1%	64
2025 Q4	–	Sell	-3,328	Closed	-$213K	–	72
2025 Q3	$213K	Buy	+3,328	New	+$204K	0.11%	72
2025 Q2	–	Sell	-4,808	Closed	-$243K	–	65
2025 Q1	$243K	Sell	4,808 -244	-5%	-$13K	0.15%	50
2024 Q4	$261K	Buy	+5,052	New	+$265K	0.16%	44

Other funds holding MTUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

BostonPremier Wealth's MTUM Position: Q3 2026 in Review

BostonPremier Wealth increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 2.9% in Q3 2026, buying an estimated $6.48K and bringing the position to 2,952 shares worth $234K. The position accounts for 0.1% of the portfolio, ranked #73.

BostonPremier Wealth first reported a position in MTUM in Q4 2024 and has held it in 5 quarters since. The position peaked at $261K in Q4 2024. 802 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

BostonPremier Wealth held 2,952 shares of iShares MSCI USA Momentum Factor ETF worth $234K as of Q3 2026.
BostonPremier Wealth bought 84 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $6.48K.
iShares MSCI USA Momentum Factor ETF made up 0.1% of BostonPremier Wealth's portfolio in Q3 2026, its #73 holding.
BostonPremier Wealth first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 5 quarters since.
BostonPremier Wealth's iShares MSCI USA Momentum Factor ETF position peaked at $261K in Q4 2024.
802 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on BostonPremier Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.