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 Q2	$246K	Buy	+717	New	+$214K	0.1%	64
2025 Q4	–	Sell	-832	Closed	-$213K	–	72
2025 Q3	$213K	Buy	+832	New	+$204K	0.11%	72
2025 Q2	–	Sell	-1,202	Closed	-$243K	–	65
2025 Q1	$243K	Sell	1,202 -61	-5%	-$13K	0.15%	50
2024 Q4	$261K	Buy	+1,263	New	+$265K	0.16%	44

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

BostonPremier Wealth's MTUM Position: Q2 2026 in Review

BostonPremier Wealth opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 717 shares worth $246K. The stake represents 0.1% of the portfolio and ranks #64 among its holdings. This is a return to the name: BostonPremier Wealth previously reported a position in MTUM as recently as Q3 2025.

BostonPremier Wealth first reported a position in MTUM in Q4 2024 and has held it in 4 quarters since. The position peaked at $261K in Q4 2024. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

BostonPremier Wealth held 717 shares of iShares MSCI USA Momentum Factor ETF worth $246K as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new BostonPremier Wealth position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.1% of BostonPremier Wealth's portfolio in Q2 2026, its #64 holding.
BostonPremier Wealth first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 4 quarters since.
BostonPremier Wealth's iShares MSCI USA Momentum Factor ETF position peaked at $261K in Q4 2024.
1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on BostonPremier Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.