Elevation Wealth Partners
MTUM icon

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

Elevation 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
Q3 		$641 Hold
2
– – ﹤0.01% 1311
2026
Q2 		$691 Hold
2
– – ﹤0.01% 1278
2026
Q1 		$483 Hold
2
– – ﹤0.01% 1045
2025
Q4 		$504 Hold
2
– – ﹤0.01% 908
2025
Q3 		$515 Buy
+2
New +$490 ﹤0.01% 809

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Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Elevation Wealth Partners's MTUM Position: Q3 2026 in Review

Elevation Wealth Partners held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q3 2026 at 2 shares worth $641. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

Elevation Wealth Partners first reported a position in MTUM in Q3 2025 and has held it in 5 quarters since. The position peaked at $691 in Q2 2026. 517 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • Elevation Wealth Partners held 2 shares of iShares MSCI USA Momentum Factor ETF worth $641 as of Q3 2026.
  • Elevation Wealth Partners left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1311 holding.
  • Elevation Wealth Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's iShares MSCI USA Momentum Factor ETF position peaked at $691 in Q2 2026.
  • 517 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.