Cyndeo Wealth Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Cyndeo Wealth Partners’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	$909K	Buy	2,651 +95	+4%	+$28.3K	0.04%	270
2026 Q1	$613K	Hold	2,556	–	–	0.03%	294
2025 Q4	$640K	Sell	2,556 -10	-0.4%	-$2.51K	0.03%	289
2025 Q3	$658K	Sell	2,566 -22	-0.9%	-$5.39K	0.04%	282
2025 Q2	$622K	Sell	2,588 -88	-3%	-$19.2K	0.04%	282
2025 Q1	$541K	Sell	2,676 -4,796	-64%	-$1.02M	0.04%	285
2024 Q4	$1.55M	Buy	7,472 +4,485	+150%	+$940K	0.1%	181
2024 Q3	$606K	Sell	2,987 -4,413	-60%	-$855K	0.04%	270
2024 Q2	$1.44M	Buy	7,400 +778	+12%	+$145K	0.11%	184
2024 Q1	$1.24M	Buy	6,622 +1,674	+34%	+$292K	0.1%	184
2023 Q4	$776K	Buy	4,948 +3,164	+177%	+$464K	0.07%	209
2023 Q3	$249K	Buy	+1,784	New	+$258K	0.03%	297

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

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

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Cyndeo Wealth Partners's MTUM Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 3.7% in Q2 2026, buying an estimated $28.3K and bringing the position to 2,651 shares worth $909K. The position accounts for 0.04% of the portfolio, ranked #270.

Cyndeo Wealth Partners first reported a position in MTUM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.55M in Q4 2024. 270 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Cyndeo Wealth Partners held 2,651 shares of iShares MSCI USA Momentum Factor ETF worth $909K as of Q2 2026.
Cyndeo Wealth Partners bought 95 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $28.3K.
iShares MSCI USA Momentum Factor ETF made up 0.04% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #270 holding.
Cyndeo Wealth Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2023 and has held it in 12 quarters since.
Cyndeo Wealth Partners's iShares MSCI USA Momentum Factor ETF position peaked at $1.55M in Q4 2024.
270 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.