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

Certus 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
2025 Q3	$209K	Buy	+816	New	+$200K	0.13%	57
2025 Q1	–	Sell	-905	Closed	-$206K	–	55
2024 Q4	$206K	Sell	905 -157	-15%	-$32.9K	0.14%	54
2024 Q3	$215K	Buy	1,062 +26	+3%	+$5.04K	0.15%	49
2024 Q2	$202K	Buy	+1,036	New	+$193K	0.15%	52
2024 Q1	–	Sell	-2,330	Closed	-$366K	–	54
2023 Q4	$366K	Sell	2,330 -7	-0.3%	-$1.03K	0.31%	48
2023 Q3	$326K	Buy	2,337 +350	+18%	+$50.5K	0.31%	48
2023 Q2	$287K	Buy	+1,987	New	+$279K	0.28%	51

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Certus Wealth Management's MTUM Position: Q3 2025 in Review

Certus Wealth Management opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2025: 816 shares worth $209K. The stake represents 0.13% of the portfolio and ranks #57 among its holdings. This is a return to the name: Certus Wealth Management previously reported a position in MTUM as recently as Q4 2024.

Certus Wealth Management first reported a position in MTUM in Q2 2023 and has held it in 7 quarters since. The position peaked at $366K in Q4 2023. 981 funds tracked by Wall St. Rank hold MTUM as of Q3 2025.

Certus Wealth Management held 816 shares of iShares MSCI USA Momentum Factor ETF worth $209K as of Q3 2025.
iShares MSCI USA Momentum Factor ETF was a new Certus Wealth Management position in Q3 2025.
iShares MSCI USA Momentum Factor ETF made up 0.13% of Certus Wealth Management's portfolio in Q3 2025, its #57 holding.
Certus Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2023 and has held it in 7 quarters since.
Certus Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $366K in Q4 2023.
981 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.