Family Capital Trust’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Family Capital Trust’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	$60.3K	Hold	176	–	–	0.02%	72
2026 Q1	$42.2K	Hold	176	–	–	0.02%	75
2025 Q4	$44.1K	Hold	176	–	–	0.01%	72
2025 Q3	$45.1K	Sell	176 -3	-2%	-$735	0.02%	77
2025 Q2	$43K	Hold	179	–	–	0.01%	51
2025 Q1	$36.2K	Sell	179 -4	-2%	-$855	0.01%	51
2024 Q4	$37.9K	Hold	183	–	–	0.01%	52
2024 Q3	$37.1K	Hold	183	–	–	0.01%	54
2024 Q2	$35.7K	Hold	183	–	–	0.01%	54
2024 Q1	$34.3K	Buy	+183	New	+$31.9K	0.01%	53

Other funds holding MTUM

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Family Capital Trust's MTUM Position: Q2 2026 in Review

Family Capital Trust held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 176 shares worth $60.3K. The position accounts for 0.02% of the portfolio, ranked #72.

Family Capital Trust first reported a position in MTUM in Q1 2024 and has held it in 10 quarters since. 581 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Family Capital Trust held 176 shares of iShares MSCI USA Momentum Factor ETF worth $60.3K as of Q2 2026.
Family Capital Trust left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.02% of Family Capital Trust's portfolio in Q2 2026, its #72 holding.
Family Capital Trust first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2024 and has held it in 10 quarters since.
581 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Family Capital Trust's 13F filing for Q2 2026, filed 29 Jul 2026.