Empower Advisory Group
MTUM icon

Empower Advisory Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Empower Advisory Group’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 		$669K Buy
1,950
+145
+8% +$43.3K ﹤0.01% 302
2026
Q1 		$433K Sell
1,805
-1,630
-47% -$410K ﹤0.01% 346
2025
Q4 		$860K Buy
3,435
+644
+23% +$162K ﹤0.01% 268
2025
Q3 		$716K Buy
2,791
+6
+0.2% +$1.47K ﹤0.01% 286
2025
Q2 		$669K Buy
2,785
+1,119
+67% +$244K ﹤0.01% 288
2025
Q1 		$337K Sell
1,666
-72
-4% -$15.4K ﹤0.01% 381
2024
Q4 		$360K Buy
1,738
+75
+5% +$15.7K ﹤0.01% 369
2024
Q3 		$337K Sell
1,663
-146
-8% -$28.3K ﹤0.01% 377
2024
Q2 		$353K Buy
+1,809
New +$338K ﹤0.01% 363

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Empower Advisory Group's MTUM Position: Q2 2026 in Review

Empower Advisory Group increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 8% in Q2 2026, buying an estimated $43.3K and bringing the position to 1,950 shares worth $669K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Empower Advisory Group first reported a position in MTUM in Q2 2024 and has held it in 9 quarters since. The position peaked at $860K in Q4 2025. 1,210 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Empower Advisory Group held 1,950 shares of iShares MSCI USA Momentum Factor ETF worth $669K as of Q2 2026.
  • Empower Advisory Group bought 145 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $43.3K.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #302 holding.
  • Empower Advisory Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2024 and has held it in 9 quarters since.
  • Empower Advisory Group's iShares MSCI USA Momentum Factor ETF position peaked at $860K in Q4 2025.
  • 1,210 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.