DecisionPoint Financial’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

DecisionPoint Financial’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 Q3	$101K	Buy	314 +207	+193%	+$63.9K	0.02%	102
2026 Q2	$35.1K	Buy	107 +5	+5%	+$1.49K	0.01%	120
2026 Q1	$24.5K	Sell	102 -76	-43%	-$19.1K	0.01%	125
2025 Q4	$44.6K	Buy	178 +76	+75%	+$19.1K	0.01%	94
2025 Q3	$26.1K	Hold	102	–	–	0.01%	104
2025 Q2	$24.2K	Hold	102	–	–	0.01%	113
2025 Q1	$20.6K	Hold	102	–	–	0.01%	122
2024 Q4	$21.1K	Hold	102	–	–	0.01%	123
2024 Q3	$20.7K	Hold	102	–	–	0.01%	122
2024 Q2	$19.5K	Buy	+102	New	+$19K	0.01%	124

Other funds holding MTUM

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

DecisionPoint Financial's MTUM Position: Q3 2026 in Review

DecisionPoint Financial increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 193% in Q3 2026, buying an estimated $63.9K and bringing the position to 314 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #102.

DecisionPoint Financial first reported a position in MTUM in Q2 2024 and has held it in 10 quarters since. 431 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

DecisionPoint Financial held 314 shares of iShares MSCI USA Momentum Factor ETF worth $101K as of Q3 2026.
DecisionPoint Financial bought 207 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $63.9K.
iShares MSCI USA Momentum Factor ETF made up 0.02% of DecisionPoint Financial's portfolio in Q3 2026, its #102 holding.
DecisionPoint Financial first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2024 and has held it in 10 quarters since.
431 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.