Fedenia Advisers’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Fedenia Advisers’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	$281K	Sell	821 -335	-29%	-$100K	0.07%	107
2026 Q1	$277K	Sell	1,156 -1,398	-55%	-$351K	0.21%	76
2025 Q4	$639K	Buy	2,554 +1,116	+78%	+$280K	0.25%	81
2025 Q3	$369K	Sell	1,438 -19	-1%	-$4.65K	0.15%	115
2025 Q2	$350K	Buy	1,457 +17	+1%	+$3.71K	0.17%	102
2025 Q1	$291K	Sell	1,440 -33	-2%	-$7.05K	0.19%	91
2024 Q4	$305K	Buy	+1,473	New	+$309K	0.18%	106

Other funds holding MTUM

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Fedenia Advisers's MTUM Position: Q2 2026 in Review

Fedenia Advisers reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 29% in Q2 2026, selling an estimated $100K and leaving 821 shares worth $281K. The position accounts for 0.07% of the portfolio, ranked #107.

Fedenia Advisers first reported a position in MTUM in Q4 2024 and has held it in 7 quarters since. The position peaked at $639K in Q4 2025. 404 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Fedenia Advisers held 821 shares of iShares MSCI USA Momentum Factor ETF worth $281K as of Q2 2026.
Fedenia Advisers sold 335 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $100K.
iShares MSCI USA Momentum Factor ETF made up 0.07% of Fedenia Advisers's portfolio in Q2 2026, its #107 holding.
Fedenia Advisers first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
Fedenia Advisers's iShares MSCI USA Momentum Factor ETF position peaked at $639K in Q4 2025.
404 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.