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

Essential 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	$15.9K	Buy	+50	New	+$15.4K	0.01%	995

Other funds holding MTUM

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Essential Partners's MTUM Position: Q3 2026 in Review

Essential Partners opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2026: 50 shares worth $15.9K. The stake represents 0.01% of the portfolio and ranks #995 among its holdings.

365 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

Essential Partners held 50 shares of iShares MSCI USA Momentum Factor ETF worth $15.9K as of Q3 2026.
iShares MSCI USA Momentum Factor ETF was a new Essential Partners position in Q3 2026.
iShares MSCI USA Momentum Factor ETF made up 0.01% of Essential Partners's portfolio in Q3 2026, its #995 holding.
365 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.