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

Dynasty 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
Q2 		– Sell
-56,095
Closed -$11.3M – 243
2025
Q1 		$11.3M Sell
56,095
-176,040
-76% -$37.6M 0.19% 45
2024
Q4 		$48M Buy
232,135
+136,871
+144% +$28.7M 0.83% 30
2024
Q3 		$5.77M Buy
95,264
+88,098
+1,229% +$17.1M 0.17% 42
2024
Q2 		$1.4M Buy
7,166
+1,457
+26% +$272K 0.04% 102
2024
Q1 		$1.07M Buy
+5,709
New +$996K 0.03% 123

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Dynasty Wealth Management's MTUM Position: Q2 2025 in Review

Dynasty Wealth Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2025, closing a stake of 56,095 shares — an estimated $11.3M sold.

Dynasty Wealth Management first reported a position in MTUM in Q1 2024 and held it in 5 quarters. The position peaked at $48M in Q4 2024. 955 funds tracked by Wall St. Rank hold MTUM as of Q2 2025.

  • Dynasty Wealth Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 56,095 iShares MSCI USA Momentum Factor ETF shares in Q2 2025, an estimated $11.3M.
  • Dynasty Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2024 and held it in 5 quarters.
  • Dynasty Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $48M in Q4 2024.
  • 955 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2025.

Based on Dynasty Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.