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Box Hill Private Wealth’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Box Hill Private 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 		$231K Buy
+728
New +$225K 0.17% 68

Other funds holding MTUM

GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Box Hill Private Wealth's MTUM Position: Q3 2026 in Review

Box Hill Private Wealth opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2026: 728 shares worth $231K. The stake represents 0.17% of the portfolio and ranks #68 among its holdings.

9 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • Box Hill Private Wealth held 728 shares of iShares MSCI USA Momentum Factor ETF worth $231K as of Q3 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Box Hill Private Wealth position in Q3 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.17% of Box Hill Private Wealth's portfolio in Q3 2026, its #68 holding.
  • 9 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.