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Braun-Bostich & Associates’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Braun-Bostich & Associates’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 		$3.18M Sell
9,284
-2,919
-24% -$871K 1.78% 15
2026
Q1 		$2.93M Buy
12,203
+706
+6% +$177K 1.83% 17
2025
Q4 		$2.88M Buy
11,497
+4,463
+63% +$1.12M 1.78% 18
2025
Q3 		$1.8M Buy
7,034
+482
+7% +$118K 1.14% 26
2025
Q2 		$1.57M Buy
6,552
+130
+2% +$28.4K 1.07% 28
2025
Q1 		$1.3M Buy
6,422
+218
+4% +$46.6K 0.96% 30
2024
Q4 		$1.28M Buy
+6,204
New +$1.3M 0.93% 29
2020
Q1 		– Sell
-216
Closed -$27K – 321
2019
Q4 		$27K Buy
+216
New +$26.2K 0.03% 167
2019
Q3 		– Sell
-515
Closed -$61K – 221
2019
Q2 		$61K Sell
515
-782
-60% -$89.5K 0.06% 176
2019
Q1 		$145K Sell
1,297
-9,138
-88% -$982K 0.15% 125
2018
Q4 		$1.05M Hold
10,435
– – 1.11% 25
2018
Q3 		$1.24M Buy
10,435
+2,384
+30% +$274K 1.2% 22
2018
Q2 		$883K Buy
8,051
+4,661
+137% +$510K 0.88% 29
2018
Q1 		$359K Buy
3,390
+659
+24% +$71.8K 0.31% 90
2017
Q4 		$282K Buy
+2,731
New +$275K 0.24% 101

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Braun-Bostich & Associates's MTUM Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 24% in Q2 2026, selling an estimated $871K and leaving 9,284 shares worth $3.18M. The position accounts for 1.78% of the portfolio, ranked #15.

Braun-Bostich & Associates first reported a position in MTUM in Q4 2017 and has held it in 15 quarters since. 574 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Braun-Bostich & Associates held 9,284 shares of iShares MSCI USA Momentum Factor ETF worth $3.18M as of Q2 2026.
  • Braun-Bostich & Associates sold 2,919 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $871K.
  • iShares MSCI USA Momentum Factor ETF made up 1.78% of Braun-Bostich & Associates's portfolio in Q2 2026, its #15 holding.
  • Braun-Bostich & Associates first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2017 and has held it in 15 quarters since.
  • 574 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.