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

Brickley 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
2026
Q2 		$10.8M Buy
31,537
+79
+0.3% +$23.6K 1.55% 13
2026
Q1 		$7.55M Hold
31,458
– – 1.29% 15
2025
Q4 		$7.87M Hold
31,458
– – 1.33% 15
2025
Q3 		$8.07M Hold
31,458
– – 1.41% 15
2025
Q2 		$7.56M Hold
31,458
– – 1.48% 15
2025
Q1 		$6.36M Hold
31,458
– – 1.32% 15
2024
Q4 		$6.51M Hold
31,458
– – 1.32% 15
2024
Q3 		$6.38M Sell
31,458
-2,833
-8% -$549K 1.3% 15
2024
Q2 		$6.68M Hold
34,291
– – 1.46% 15
2024
Q1 		$6.42M Hold
34,291
– – 1.47% 15
2023
Q4 		$5.38M Hold
34,291
– – 1.3% 15
2023
Q3 		$4.79M Sell
34,291
-255
-0.7% -$36.8K 1.28% 15
2023
Q2 		$4.98M Buy
34,546
+7
+0% +$984 1.26% 15
2023
Q1 		$4.8M Buy
34,539
+4,086
+13% +$577K 1.32% 15
2022
Q4 		$4.44M Sell
30,453
-113
-0.4% -$16.4K 1.32% 16
2022
Q3 		$4.01M Sell
30,566
-480
-2% -$67.3K 1.32% 16
2022
Q2 		$4.23M Sell
31,046
-821
-3% -$121K 1.31% 16
2022
Q1 		$5.36M Sell
31,867
-79
-0.2% -$13K 1.43% 15
2021
Q4 		$5.81M Sell
31,946
-723
-2% -$133K 1.24% 17
2021
Q3 		$5.74M Hold
32,669
– – 1.44% 16
2021
Q2 		$5.67M Buy
32,669
+393
+1% +$66.6K 1.43% 16
2021
Q1 		$5.19M Buy
32,276
+37
+0.1% +$6.12K 1.39% 16
2020
Q4 		$5.2M Buy
32,239
+648
+2% +$99.3K 1.43% 16
2020
Q3 		$4.75M Buy
31,591
+7,693
+32% +$1.1M 1.32% 15
2020
Q2 		$3.13M Buy
23,898
+2,766
+13% +$335K 1.05% 18
2020
Q1 		$2.25M Buy
+21,132
New +$2.61M 0.93% 20

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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

Brickley Wealth Management's MTUM Position: Q2 2026 in Review

Brickley Wealth Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.25% in Q2 2026, buying an estimated $23.6K and bringing the position to 31,537 shares worth $10.8M. The position accounts for 1.55% of the portfolio, ranked #13.

Brickley Wealth Management first reported a position in MTUM in Q1 2020 and has held it in 26 quarters since. 1,207 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Brickley Wealth Management held 31,537 shares of iShares MSCI USA Momentum Factor ETF worth $10.8M as of Q2 2026.
  • Brickley Wealth Management bought 79 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $23.6K.
  • iShares MSCI USA Momentum Factor ETF made up 1.55% of Brickley Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Brickley Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,207 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Brickley Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.