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

Congress 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
Q2 		$1.18M Buy
4,918
+1,546
+46% +$337K 0.01% 667
2025
Q1 		$694K Buy
+3,372
New +$721K 0.01% 723

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Congress Wealth Management's MTUM Position: Q2 2025 in Review

Congress Wealth Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 46% in Q2 2025, buying an estimated $337K and bringing the position to 4,918 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #667.

Congress Wealth Management first reported a position in MTUM in Q1 2025 and has held it in 2 quarters since. 959 funds tracked by Wall St. Rank hold MTUM as of Q2 2025.

  • Congress Wealth Management held 4,918 shares of iShares MSCI USA Momentum Factor ETF worth $1.18M as of Q2 2025.
  • Congress Wealth Management bought 1,546 iShares MSCI USA Momentum Factor ETF shares in Q2 2025, an estimated $337K.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #667 holding.
  • Congress Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2025 and has held it in 2 quarters since.
  • 959 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.