Caliber Wealth Management (Kansas)’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Caliber Wealth Management (Kansas)’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	$3M	Sell	8,752 -412	-4%	-$123K	0.29%	70
2026 Q1	$2.2M	Sell	9,164 -516	-5%	-$130K	0.24%	80
2025 Q4	$2.42M	Buy	9,680 +39	+0.4%	+$9.79K	0.26%	80
2025 Q3	$2.47M	Sell	9,641 -865	-8%	-$212K	0.28%	80
2025 Q2	$2.52M	Sell	10,506 -741	-7%	-$162K	0.27%	82
2025 Q1	$2.27M	Buy	+11,247	New	+$2.4M	0.31%	84

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Caliber Wealth Management (Kansas)'s MTUM Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 4.5% in Q2 2026, selling an estimated $123K and leaving 8,752 shares worth $3M. The position accounts for 0.29% of the portfolio, ranked #70.

Caliber Wealth Management (Kansas) first reported a position in MTUM in Q1 2025 and has held it in 6 quarters since. 500 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Caliber Wealth Management (Kansas) held 8,752 shares of iShares MSCI USA Momentum Factor ETF worth $3M as of Q2 2026.
Caliber Wealth Management (Kansas) sold 412 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $123K.
iShares MSCI USA Momentum Factor ETF made up 0.29% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #70 holding.
Caliber Wealth Management (Kansas) first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2025 and has held it in 6 quarters since.
500 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.