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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

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

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. 1,209 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.
  • 1,209 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.