Financial Architects (Georgia)’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Financial Architects (Georgia)’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	$11.5M	Sell	33,655 -180	-0.5%	-$53.7K	5.53%	8
2026 Q1	$8.12M	Buy	33,835 +1,010	+3%	+$254K	4.28%	11
2025 Q4	$8.22M	Buy	32,825 +855	+3%	+$215K	4.42%	10
2025 Q3	$8.2M	Sell	31,970 -1,670	-5%	-$409K	4.66%	9
2025 Q2	$8.08M	Sell	33,640 -2,820	-8%	-$615K	4.91%	7
2025 Q1	$7.37M	Buy	36,460 +540	+2%	+$115K	4.7%	8
2024 Q4	$7.43M	Sell	35,920 -1,210	-3%	-$254K	4.76%	7
2024 Q3	$7.53M	Sell	37,130 -2,140	-5%	-$414K	4.85%	8
2024 Q2	$7.65M	Sell	39,270 -1,845	-4%	-$344K	5.2%	7
2024 Q1	$7.7M	Sell	41,115 -1,560	-4%	-$272K	5.33%	7
2023 Q4	$6.7M	Buy	+42,675	New	+$6.26M	5.28%	8

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 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

Financial Architects (Georgia)'s MTUM Position: Q2 2026 in Review

Financial Architects (Georgia) reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.53% in Q2 2026, selling an estimated $53.7K and leaving 33,655 shares worth $11.5M. The position accounts for 5.53% of the portfolio, ranked #8.

Financial Architects (Georgia) first reported a position in MTUM in Q4 2023 and has held it in 11 quarters since. 702 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Financial Architects (Georgia) held 33,655 shares of iShares MSCI USA Momentum Factor ETF worth $11.5M as of Q2 2026.
Financial Architects (Georgia) sold 180 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $53.7K.
iShares MSCI USA Momentum Factor ETF made up 5.53% of Financial Architects (Georgia)'s portfolio in Q2 2026, its #8 holding.
Financial Architects (Georgia) first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2023 and has held it in 11 quarters since.
702 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Financial Architects (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.