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
2026 Q2	$265K	Buy	+773	New	+$231K	0.03%	216
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

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 Partners Group (Kansas)'s MTUM Position: Q2 2026 in Review

Financial Partners Group (Kansas) opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 773 shares worth $265K. The stake represents 0.03% of the portfolio and ranks #216 among its holdings. This is a return to the name: Financial Partners Group (Kansas) previously reported a position in MTUM as recently as Q3 2025.

Financial Partners Group (Kansas) first reported a position in MTUM in Q4 2017 and has held it in 10 quarters since. The position peaked at $684K in Q1 2018. 1,207 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Financial Partners Group (Kansas) held 773 shares of iShares MSCI USA Momentum Factor ETF worth $265K as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new Financial Partners Group (Kansas) position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.03% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #216 holding.
Financial Partners Group (Kansas) first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2017 and has held it in 10 quarters since.
Financial Partners Group (Kansas)'s iShares MSCI USA Momentum Factor ETF position peaked at $684K in Q1 2018.
1,207 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.