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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
2020
Q4 		– Sell
-3,760
Closed -$554K – 431
2020
Q3 		$554K Buy
+3,760
New +$537K 0.14% 121

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
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
FG
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

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. 489 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.
  • 489 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.