Financial Network Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Financial Network Wealth 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 Q2	$1.37K	Sell	4 -164	-98%	-$48.9K	﹤0.01%	760
2026 Q1	$40.3K	Buy	168 +63	+60%	+$15.8K	0.04%	297
2025 Q4	$26.3K	Buy	105 +67	+176%	+$16.8K	0.03%	357
2025 Q3	$9.74K	Hold	38	–	–	0.01%	457
2025 Q2	$9.13K	Hold	38	–	–	0.01%	452
2025 Q1	$7.68K	Buy	+38	New	+$8.12K	0.01%	447
2024 Q4	–	Sell	-38	Closed	-$7.71K	–	717
2024 Q3	$7.71K	Hold	38	–	–	0.01%	484
2024 Q2	$7.41K	Buy	+38	New	+$7.09K	0.01%	541

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BTI

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SOMRS

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

Financial Network Wealth Advisors's MTUM Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 98% in Q2 2026, selling an estimated $48.9K and leaving 4 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Financial Network Wealth Advisors first reported a position in MTUM in Q2 2024 and has held it in 8 quarters since. The position peaked at $40.3K in Q1 2026. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Financial Network Wealth Advisors held 4 shares of iShares MSCI USA Momentum Factor ETF worth $1.37K as of Q2 2026.
Financial Network Wealth Advisors sold 164 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $48.9K.
iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #760 holding.
Financial Network Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2024 and has held it in 8 quarters since.
Financial Network Wealth Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $40.3K in Q1 2026.
1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.