Bright Financial Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Bright Financial Advisors’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	$3.96M	Sell	11,548 -293	-2%	-$87.4K	1.66%	19
2026 Q1	$2.84M	Buy	11,841 +27	+0.2%	+$6.78K	1.3%	19
2025 Q4	$2.96M	Sell	11,814 -687	-5%	-$172K	1.4%	19
2025 Q3	$3.21M	Sell	12,501 -211	-2%	-$51.7K	1.57%	18
2025 Q2	$3.06M	Sell	12,712 -17	-0.1%	-$3.71K	1.7%	18
2025 Q1	$2.57M	Sell	12,729 -97	-0.8%	-$20.7K	1.58%	17
2024 Q4	$2.65M	Sell	12,826 -576	-4%	-$121K	1.67%	18
2024 Q3	$2.72M	Sell	13,402 -757	-5%	-$147K	1.73%	16
2024 Q2	$2.76M	Buy	+14,159	New	+$2.64M	1.95%	14

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

Bright Financial Advisors's MTUM Position: Q2 2026 in Review

Bright Financial Advisors reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 2.5% in Q2 2026, selling an estimated $87.4K and leaving 11,548 shares worth $3.96M. The position accounts for 1.66% of the portfolio, ranked #19.

Bright Financial Advisors first reported a position in MTUM in Q2 2024 and has held it in 9 quarters since. 1,210 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Bright Financial Advisors held 11,548 shares of iShares MSCI USA Momentum Factor ETF worth $3.96M as of Q2 2026.
Bright Financial Advisors sold 293 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $87.4K.
iShares MSCI USA Momentum Factor ETF made up 1.66% of Bright Financial Advisors's portfolio in Q2 2026, its #19 holding.
Bright Financial Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2024 and has held it in 9 quarters since.
1,210 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Bright Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.