Elevate Wealth Advisory’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Elevate Wealth Advisory’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 Q1	$14.4K	Hold	60	–	–	0.01%	112
2025 Q4	$15K	Hold	60	–	–	0.01%	107
2025 Q3	$15.4K	Hold	60	–	–	0.01%	106
2025 Q2	$14.4K	Hold	60	–	–	0.01%	121
2025 Q1	$12.1K	Hold	60	–	–	0.01%	118
2024 Q4	$12.4K	Hold	60	–	–	0.01%	109
2024 Q3	$12.2K	Hold	60	–	–	0.01%	114
2024 Q2	$11.7K	Hold	60	–	–	0.01%	106
2024 Q1	$11.2K	Hold	60	–	–	0.01%	101
2023 Q4	$9.41K	Buy	+60	New	+$8.81K	0.01%	106

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Elevate Wealth Advisory's MTUM Position: Q1 2026 in Review

Elevate Wealth Advisory held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q1 2026 at 60 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #112.

Elevate Wealth Advisory first reported a position in MTUM in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.4K in Q3 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

Elevate Wealth Advisory held 60 shares of iShares MSCI USA Momentum Factor ETF worth $14.4K as of Q1 2026.
Elevate Wealth Advisory left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Momentum Factor ETF made up 0.01% of Elevate Wealth Advisory's portfolio in Q1 2026, its #112 holding.
Elevate Wealth Advisory first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2023 and has held it in 10 quarters since.
Elevate Wealth Advisory's iShares MSCI USA Momentum Factor ETF position peaked at $15.4K in Q3 2025.
1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.