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Everpar Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Everpar Advisors’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 		$3.15M Buy
9,188
+2,355
+34% +$703K 0.9% 25
2026
Q1 		$1.64M Buy
6,833
+1,519
+29% +$382K 0.56% 35
2025
Q4 		$1.33M Buy
5,314
+3,484
+190% +$875K 0.49% 41
2025
Q3 		$469K Buy
1,830
+65
+4% +$15.9K 0.19% 126
2025
Q2 		$424K Buy
1,765
+409
+30% +$89.2K 0.19% 144
2025
Q1 		$274K Buy
1,356
+340
+33% +$72.7K 0.15% 201
2024
Q4 		$210K Buy
1,016
+8
+0.8% +$1.68K 0.11% 255
2024
Q3 		$204K Buy
+1,008
New +$195K 0.11% 245

Other funds holding MTUM

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Everpar Advisors's MTUM Position: Q2 2026 in Review

Everpar Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 34% in Q2 2026, buying an estimated $703K and bringing the position to 9,188 shares worth $3.15M. The position accounts for 0.9% of the portfolio, ranked #25.

Everpar Advisors first reported a position in MTUM in Q3 2024 and has held it in 8 quarters since. 212 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Everpar Advisors held 9,188 shares of iShares MSCI USA Momentum Factor ETF worth $3.15M as of Q2 2026.
  • Everpar Advisors bought 2,355 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $703K.
  • iShares MSCI USA Momentum Factor ETF made up 0.9% of Everpar Advisors's portfolio in Q2 2026, its #25 holding.
  • Everpar Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2024 and has held it in 8 quarters since.
  • 212 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.