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Financial Partners Group (Kansas)’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Financial Partners Group (Kansas)’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
2025
Q4 		– Sell
-784
Closed -$201K – 238
2025
Q3 		$201K Buy
+784
New +$192K 0.03% 218
2019
Q4 		– Sell
-1,825
Closed -$218K – 86
2019
Q3 		$218K Sell
1,825
-167
-8% -$20.1K 0.1% 72
2019
Q2 		$236K Sell
1,992
-1,591
-44% -$182K 0.11% 71
2019
Q1 		$402K Sell
3,583
-230
-6% -$24.7K 0.22% 56
2018
Q4 		$382K Sell
3,813
-905
-19% -$96.9K 0.25% 52
2018
Q3 		$561K Buy
4,718
+57
+1% +$6.56K 0.37% 44
2018
Q2 		$511K Sell
4,661
-1,804
-28% -$197K 0.37% 47
2018
Q1 		$684K Buy
6,465
+4
+0.1% +$436 0.54% 38
2017
Q4 		$666K Buy
+6,461
New +$651K 0.52% 41

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 $376B 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return