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

Brown Miller 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	–	Sell	-1,842	Closed	-$442K	–	212
2026 Q1	$442K	Hold	1,842	–	–	0.13%	130
2025 Q4	$461K	Hold	1,842	–	–	0.13%	123
2025 Q3	$472K	Hold	1,842	–	–	0.13%	122
2025 Q2	$443K	Hold	1,842	–	–	0.14%	125
2025 Q1	$372K	Buy	+1,842	New	+$394K	0.13%	127
2024 Q3	–	Sell	-1,848	Closed	-$360K	–	131
2024 Q2	$360K	Sell	1,848 -190	-9%	-$35.5K	0.15%	90
2024 Q1	$382K	Hold	2,038	–	–	0.17%	95
2023 Q4	$320K	Buy	+2,038	New	+$299K	0.16%	100
2021 Q1	–	Sell	-2,605	Closed	-$420K	–	121
2020 Q4	$420K	Buy	+2,605	New	+$399K	0.32%	65

Other funds holding MTUM

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Brown Miller Wealth Management's MTUM Position: Q2 2026 in Review

Brown Miller Wealth Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026, closing a stake of 1,842 shares — an estimated $442K sold.

Brown Miller Wealth Management first reported a position in MTUM in Q4 2020 and held it in 9 quarters. The position peaked at $472K in Q3 2025. 404 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Brown Miller Wealth Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
Brown Miller Wealth Management sold 1,842 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $442K.
Brown Miller Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and held it in 9 quarters.
Brown Miller Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $472K in Q3 2025.
404 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.