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

EverSource Wealth 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 		$348K Sell
1,015
-480
-32% -$143K 0.01% 737
2026
Q1 		$359K Buy
1,495
+203
+16% +$51K 0.01% 757
2025
Q4 		$323K Buy
1,292
+369
+40% +$92.6K 0.01% 721
2025
Q3 		$237K Sell
923
-792
-46% -$194K 0.01% 821
2025
Q2 		$412K Sell
1,715
-496
-22% -$108K 0.02% 528
2025
Q1 		$447K Buy
2,211
+1,433
+184% +$306K 0.02% 405
2024
Q4 		$161K Buy
778
+711
+1,061% +$149K 0.01% 738
2024
Q3 		$13.6K Sell
67
-1
-1% -$194 ﹤0.01% 1694
2024
Q2 		$12.9K Buy
68
+2
+3% +$373 ﹤0.01% 1726
2024
Q1 		$11.6K Sell
66
-61
-48% -$10.6K ﹤0.01% 1610
2023
Q4 		$19.9K Sell
127
-69
-35% -$10.1K ﹤0.01% 1233
2023
Q3 		$27.3K Buy
196
+66
+51% +$9.53K ﹤0.01% 1019
2023
Q2 		$18.8K Sell
130
-6
-4% -$844 ﹤0.01% 1178
2023
Q1 		$18.9K Sell
136
-1,520
-92% -$214K ﹤0.01% 1103
2022
Q4 		$242K Buy
1,656
+1,585
+2,232% +$230K 0.04% 324
2022
Q3 		$9K Buy
+71
New +$9.96K ﹤0.01% 1157
2022
Q2 		– Sell
-100
Closed -$17K – 1829
2022
Q1 		$17K Buy
100
+96
+2,400% +$15.8K ﹤0.01% 766
2021
Q4 		$1K Buy
+4
New +$737 ﹤0.01% 1712

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

EverSource Wealth Advisors's MTUM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 32% in Q2 2026, selling an estimated $143K and leaving 1,015 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #737.

EverSource Wealth Advisors first reported a position in MTUM in Q4 2021 and has held it in 18 quarters since. The position peaked at $447K in Q1 2025. 1,210 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • EverSource Wealth Advisors held 1,015 shares of iShares MSCI USA Momentum Factor ETF worth $348K as of Q2 2026.
  • EverSource Wealth Advisors sold 480 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $143K.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #737 holding.
  • EverSource Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $447K in Q1 2025.
  • 1,210 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.