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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Financial Network Wealth Advisors's MTUM Position: Q1 2026 in Review

Financial Network Wealth Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 60% in Q1 2026, buying an estimated $15.8K and bringing the position to 168 shares worth $40.3K. The position accounts for 0.04% of the portfolio, ranked #297.

Financial Network Wealth Advisors first reported a position in MTUM in Q2 2024 and has held it in 7 quarters since. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Financial Network Wealth Advisors held 168 shares of iShares MSCI USA Momentum Factor ETF worth $40.3K as of Q1 2026.
  • Financial Network Wealth Advisors bought 63 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $15.8K.
  • iShares MSCI USA Momentum Factor ETF made up 0.04% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #297 holding.
  • Financial Network Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2024 and has held it in 7 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.