Brighton Jones LLC’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Brighton Jones LLC’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	$732K	Buy	2,134 +139	+7%	+$41.5K	0.01%	630
2026 Q1	$479K	Buy	+1,995	New	+$501K	0.01%	715
2025 Q4	–	Sell	-1,664	Closed	-$427K	–	625
2025 Q3	$427K	Buy	1,664 +11	+0.7%	+$2.69K	0.01%	685
2025 Q2	$397K	Buy	1,653 +335	+25%	+$73.1K	0.01%	616
2025 Q1	$266K	Buy	+1,318	New	+$282K	0.01%	577
2022 Q1	–	Sell	-1,113	Closed	-$202K	–	536
2021 Q4	$202K	Buy	+1,113	New	+$205K	0.01%	495

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Brighton Jones LLC's MTUM Position: Q2 2026 in Review

Brighton Jones LLC increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 7% in Q2 2026, buying an estimated $41.5K and bringing the position to 2,134 shares worth $732K. The position accounts for 0.01% of the portfolio, ranked #630.

Brighton Jones LLC first reported a position in MTUM in Q4 2021 and has held it in 6 quarters since. 920 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Brighton Jones LLC held 2,134 shares of iShares MSCI USA Momentum Factor ETF worth $732K as of Q2 2026.
Brighton Jones LLC bought 139 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $41.5K.
iShares MSCI USA Momentum Factor ETF made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #630 holding.
Brighton Jones LLC first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2021 and has held it in 6 quarters since.
920 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.