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

Farther Finance 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
Q3 		$5.89M Sell
18,568
-15,830
-46% -$4.89M 0.04% 383
2026
Q2 		$11.8M Sell
34,398
-5,620
-14% -$1.68M 0.09% 192
2026
Q1 		$9.81M Sell
40,018
-57
-0.1% -$14.3K 0.09% 193
2025
Q4 		$10M Buy
40,075
+12,704
+46% +$3.19M 0.11% 168
2025
Q3 		$7.02M Buy
27,371
+1,537
+6% +$376K 0.11% 165
2025
Q2 		$6.21M Sell
25,834
-11,509
-31% -$2.51M 0.12% 157
2025
Q1 		$7.6M Buy
37,343
+24,276
+186% +$5.19M 0.19% 105
2024
Q4 		$2.7M Buy
13,067
+11,794
+926% +$2.47M 0.1% 171
2024
Q3 		$258K Sell
1,273
-21
-2% -$4.07K 0.01% 897
2024
Q2 		$253K Buy
1,294
+439
+51% +$81.9K 0.01% 739
2024
Q1 		$160K Sell
855
-99
-10% -$17.3K 0.01% 761
2023
Q4 		$150K Sell
954
-293
-23% -$43K 0.01% 653
2023
Q3 		$174K Sell
1,247
-633
-34% -$91.4K 0.03% 415
2023
Q2 		$271K Sell
1,880
-1,735
-48% -$244K 0.06% 270
2023
Q1 		$503K Sell
3,615
-2,946
-45% -$416K 0.15% 130
2022
Q4 		$957K Buy
+6,561
New +$952K 0.37% 49

Other funds holding MTUM

AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Farther Finance Advisors's MTUM Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 46% in Q3 2026, selling an estimated $4.89M and leaving 18,568 shares worth $5.89M. The position accounts for 0.04% of the portfolio, ranked #383.

Farther Finance Advisors first reported a position in MTUM in Q4 2022 and has held it in 16 quarters since. The position peaked at $11.8M in Q2 2026. 61 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • Farther Finance Advisors held 18,568 shares of iShares MSCI USA Momentum Factor ETF worth $5.89M as of Q3 2026.
  • Farther Finance Advisors sold 15,830 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $4.89M.
  • iShares MSCI USA Momentum Factor ETF made up 0.04% of Farther Finance Advisors's portfolio in Q3 2026, its #383 holding.
  • Farther Finance Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $11.8M in Q2 2026.
  • 61 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.