EL
MTUM icon

EWA LLC’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

EWA LLC’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 		$609K Buy
1,777
+340
+24% +$101K 0.11% 112
2026
Q1 		$345K Sell
1,437
-5
-0.3% -$1.26K 0.08% 150
2025
Q4 		$361K Sell
1,442
-46
-3% -$11.5K 0.09% 126
2025
Q3 		$382K Sell
1,488
-58
-4% -$14.2K 0.11% 102
2025
Q2 		$372K Sell
1,546
-1,039
-40% -$227K 0.12% 93
2025
Q1 		$523K Sell
2,585
-844
-25% -$180K 0.19% 57
2024
Q4 		$710K Sell
3,429
-270
-7% -$56.6K 0.27% 45
2024
Q3 		$776K Buy
3,699
+113
+3% +$21.9K 0.28% 41
2024
Q2 		$698K Sell
3,586
-8
-0.2% -$1.49K 0.29% 37
2024
Q1 		$664K Sell
3,594
-46,595
-93% -$8.13M 0.3% 33
2023
Q4 		$8.68M Buy
50,189
+4,030
+9% +$591K 4.23% 9
2023
Q3 		$6.81M Sell
46,159
-4,107
-8% -$593K 4.41% 6
2023
Q2 		$7.25M Buy
50,266
+1,981
+4% +$279K 4.97% 6
2023
Q1 		$6.77M Buy
+48,285
New +$6.81M 5.03% 6

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
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
AIM
Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return