EWM
MTUM icon

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

Empirical 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
2026
Q2 		$319M Sell
931,613
-28,786
-3% -$8.59M 4.66% 4
2026
Q1 		$230M Sell
960,399
-13,778
-1% -$3.46M 3.98% 5
2025
Q4 		$244M Sell
974,177
-56,543
-5% -$14.2M 4.34% 4
2025
Q3 		$264M Sell
1,030,720
-555
-0.1% -$136K 5.29% 2
2025
Q2 		$248M Buy
1,031,275
+11,371
+1% +$2.48M 5.59% 1
2025
Q1 		$206M Buy
1,019,904
+23,918
+2% +$5.11M 5.3% 1
2024
Q4 		$206M Buy
995,986
+35,468
+4% +$7.43M 5.59% 1
2024
Q3 		$195M Buy
960,518
+130,482
+16% +$25.3M 5.46% 1
2024
Q2 		$162M Buy
830,036
+8,961
+1% +$1.67M 4.79% 1
2024
Q1 		$154M Buy
821,075
+1,246
+0.2% +$217K 4.64% 2
2023
Q4 		$129M Buy
819,829
+33,816
+4% +$4.96M 4.27% 3
2023
Q3 		$110M Buy
786,013
+31,178
+4% +$4.5M 4.3% 3
2023
Q2 		$109M Buy
754,835
+53,074
+8% +$7.46M 4.38% 3
2023
Q1 		$97.6M Buy
701,761
+65,638
+10% +$9.26M 4.23% 3
2022
Q4 		$92.8M Buy
636,123
+87,183
+16% +$12.6M 4.37% 3
2022
Q3 		$72M Buy
548,940
+93,972
+21% +$13.2M 3.77% 4
2022
Q2 		$62M Buy
454,968
+72,217
+19% +$10.6M 3.26% 4
2022
Q1 		$64.4M Buy
382,751
+216,243
+130% +$35.6M 3.21% 4
2021
Q4 		$30.3M Buy
+166,508
New +$30.7M 1.51% 17

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Empirical Wealth Management's MTUM Position: Q2 2026 in Review

Empirical Wealth Management reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 3% in Q2 2026, selling an estimated $8.59M and leaving 931,613 shares worth $319M. The position accounts for 4.66% of the portfolio, ranked #4.

Empirical Wealth Management first reported a position in MTUM in Q4 2021 and has held it in 19 quarters since. 310 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Empirical Wealth Management held 931,613 shares of iShares MSCI USA Momentum Factor ETF worth $319M as of Q2 2026.
  • Empirical Wealth Management sold 28,786 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $8.59M.
  • iShares MSCI USA Momentum Factor ETF made up 4.66% of Empirical Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Empirical Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • 310 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.