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

Destiny 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 		$409K Hold
1,366
– – 0.06% 110
2026
Q1 		$328K Hold
1,366
– – 0.04% 174
2025
Q4 		$351K Sell
1,366
-179
-12% -$44.9K 0.04% 158
2025
Q3 		$396K Buy
1,545
+170
+12% +$41.6K 0.05% 145
2025
Q2 		$330K Hold
1,375
– – 0.04% 148
2025
Q1 		$278K Hold
1,375
– – 0.04% 138
2024
Q4 		$285K Sell
1,375
-146
-10% -$30.6K 0.05% 137
2024
Q3 		$308K Hold
1,521
– – 0.05% 126
2024
Q2 		$296K Sell
1,521
-83
-5% -$15.5K 0.05% 123
2024
Q1 		$301K Sell
1,604
-1,118
-41% -$195K 0.05% 125
2023
Q4 		$415K Sell
2,722
-110
-4% -$16.1K 0.08% 108
2023
Q3 		$396K Hold
2,832
– – 0.08% 109
2023
Q2 		$412K Sell
2,832
-169
-6% -$23.8K 0.08% 109
2023
Q1 		$417K Buy
3,001
+415
+16% +$58.6K 0.09% 104
2022
Q4 		$377K Buy
2,586
+1,468
+131% +$213K 0.08% 113
2022
Q3 		$147K Sell
1,118
-593
-35% -$83.2K 0.03% 197
2022
Q2 		$233K Sell
1,711
-804
-32% -$118K 0.05% 144
2022
Q1 		$423K Sell
2,515
-677
-21% -$111K 0.08% 104
2021
Q4 		$580K Hold
3,192
– – 0.11% 103
2021
Q3 		$561K Sell
3,192
-826
-21% -$147K 0.11% 103
2021
Q2 		$697K Sell
4,018
-502
-11% -$85K 0.13% 100
2021
Q1 		$727K Sell
4,520
-183
-4% -$30.3K 0.15% 84
2020
Q4 		$759K Buy
+4,703
New +$721K 0.16% 84

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

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

Destiny Wealth Partners held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 1,366 shares worth $409K. The position accounts for 0.06% of the portfolio, ranked #110.

Destiny Wealth Partners first reported a position in MTUM in Q4 2020 and has held it in 23 quarters since. The position peaked at $759K in Q4 2020. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Destiny Wealth Partners held 1,366 shares of iShares MSCI USA Momentum Factor ETF worth $409K as of Q2 2026.
  • Destiny Wealth Partners left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.06% of Destiny Wealth Partners's portfolio in Q2 2026, its #110 holding.
  • Destiny Wealth Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • Destiny Wealth Partners's iShares MSCI USA Momentum Factor ETF position peaked at $759K in Q4 2020.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.