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

Destination 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
2026 Q2	$567K	Sell	1,654 -100	-6%	-$29.8K	0.01%	209
2026 Q1	$421K	Buy	+1,754	New	+$441K	0.01%	222
2019 Q3	–	Sell	-51	Closed	-$6K	–	368
2019 Q2	$6K	Buy	+51	New	+$5.84K	﹤0.01%	471
2018 Q4	–	Sell	-206	Closed	-$25K	–	644
2018 Q3	$25K	Hold	206	–	–	﹤0.01%	378
2018 Q2	$23K	Buy	206 +150	+268%	+$16.4K	﹤0.01%	336
2018 Q1	$1K	Buy	+56	New	+$6.1K	﹤0.01%	547

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Destination Wealth Management's MTUM Position: Q2 2026 in Review

Destination Wealth Management reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 5.7% in Q2 2026, selling an estimated $29.8K and leaving 1,654 shares worth $567K. The position accounts for 0.01% of the portfolio, ranked #209.

Destination Wealth Management first reported a position in MTUM in Q1 2018 and has held it in 6 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Destination Wealth Management held 1,654 shares of iShares MSCI USA Momentum Factor ETF worth $567K as of Q2 2026.
Destination Wealth Management sold 100 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $29.8K.
iShares MSCI USA Momentum Factor ETF made up 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #209 holding.
Destination Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2018 and has held it in 6 quarters since.
1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.