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Cypress Wealth Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Cypress Wealth Services’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 		$4.3M Sell
12,532
-2,762
-18% -$824K 0.53% 46
2026
Q1 		$3.67M Buy
15,294
+522
+4% +$131K 0.52% 45
2025
Q4 		$3.7M Buy
14,772
+5,740
+64% +$1.44M 0.51% 42
2025
Q3 		$2.32M Sell
9,032
-41
-0.5% -$10K 0.38% 56
2025
Q2 		$2.18M Buy
9,073
+114
+1% +$24.9K 0.39% 54
2025
Q1 		$1.81M Buy
8,959
+3,813
+74% +$815K 0.37% 59
2024
Q4 		$1.06M Buy
+5,146
New +$1.08M 0.21% 78
2023
Q4 		– Sell
-5,345
Closed -$747K – 251
2023
Q3 		$747K Sell
5,345
-1,000
-16% -$144K 0.21% 94
2023
Q2 		$929K Sell
6,345
-4,704
-43% -$661K 0.24% 78
2023
Q1 		$1.54M Sell
11,049
-8,201
-43% -$1.16M 0.45% 51
2022
Q4 		$2.81M Buy
19,250
+10,708
+125% +$1.55M 0.9% 26
2022
Q3 		$1.15M Buy
8,542
+3,556
+71% +$499K 0.39% 62
2022
Q2 		$680K Sell
4,986
-455
-8% -$66.8K 0.22% 88
2022
Q1 		$916K Sell
5,441
-2,108
-28% -$347K 0.25% 75
2021
Q4 		$1.37M Sell
7,549
-421
-5% -$77.6K 0.38% 62
2021
Q3 		$1.4M Sell
7,970
-2,634
-25% -$468K 0.42% 53
2021
Q2 		$1.84M Sell
10,604
-4,166
-28% -$706K 0.5% 52
2021
Q1 		$2.38M Buy
14,770
+10,995
+291% +$1.82M 0.5% 46
2020
Q4 		$609K Buy
+3,775
New +$578K 0.14% 117
2020
Q3 		– Sell
-3,852
Closed -$550K – 416
2020
Q2 		$505K Sell
3,852
-526
-12% -$63.7K 0.12% 148
2020
Q1 		$466K Buy
4,378
+268
+7% +$33.1K 0.14% 130
2019
Q4 		$516K Sell
4,110
-8,580
-68% -$1.04M 0.13% 130
2019
Q3 		$1.51M Buy
12,690
+3,299
+35% +$398K 0.42% 75
2019
Q2 		$1.11M Buy
9,391
+1,834
+24% +$210K 0.32% 91
2019
Q1 		$848K Buy
+7,557
New +$812K 0.27% 93

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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

Cypress Wealth Services's MTUM Position: Q2 2026 in Review

Cypress Wealth Services reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 18% in Q2 2026, selling an estimated $824K and leaving 12,532 shares worth $4.3M. The position accounts for 0.53% of the portfolio, ranked #46.

Cypress Wealth Services first reported a position in MTUM in Q1 2019 and has held it in 25 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Cypress Wealth Services held 12,532 shares of iShares MSCI USA Momentum Factor ETF worth $4.3M as of Q2 2026.
  • Cypress Wealth Services sold 2,762 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $824K.
  • iShares MSCI USA Momentum Factor ETF made up 0.53% of Cypress Wealth Services's portfolio in Q2 2026, its #46 holding.
  • Cypress Wealth Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2019 and has held it in 25 quarters since.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.