Buck Wealth Strategies’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Buck Wealth Strategies’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	$1.02M	Buy	+2,963	New	+$884K	0.11%	92
2024 Q2	–	Sell	-2,386	Closed	-$447K	–	100
2024 Q1	$447K	Buy	+2,386	New	+$416K	0.15%	61
2023 Q4	–	Sell	-55	Closed	-$7.68K	–	254
2023 Q3	$7.68K	Buy	+55	New	+$7.94K	﹤0.01%	214

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 22.9% 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

Buck Wealth Strategies's MTUM Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 2,963 shares worth $1.02M. The stake represents 0.11% of the portfolio and ranks #92 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in MTUM as recently as Q1 2024.

Buck Wealth Strategies first reported a position in MTUM in Q3 2023 and has held it in 3 quarters since. 1,211 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Buck Wealth Strategies held 2,963 shares of iShares MSCI USA Momentum Factor ETF worth $1.02M as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new Buck Wealth Strategies position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.11% of Buck Wealth Strategies's portfolio in Q2 2026, its #92 holding.
Buck Wealth Strategies first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2023 and has held it in 3 quarters since.
1,211 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.