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

Dogwood 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
2025
Q4 		– Sell
-3
Closed -$769 – 801
2025
Q3 		$769 Hold
3
– – ﹤0.01% 617
2025
Q2 		$709 Buy
+3
New +$654 ﹤0.01% 620

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Dogwood Wealth Management's MTUM Position: Q4 2025 in Review

Dogwood Wealth Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2025, closing a stake of 3 shares — an estimated $769 sold.

Dogwood Wealth Management first reported a position in MTUM in Q2 2025 and held it in 2 quarters. The position peaked at $769 in Q3 2025. 1,054 funds tracked by Wall St. Rank hold MTUM as of Q4 2025.

  • Dogwood Wealth Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 3 iShares MSCI USA Momentum Factor ETF shares in Q4 2025, an estimated $769.
  • Dogwood Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and held it in 2 quarters.
  • Dogwood Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $769 in Q3 2025.
  • 1,054 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2025.

Based on Dogwood Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.