Firethorn Wealth Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Firethorn Wealth Partners’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	$2.7M	Buy	7,871 +2,087	+36%	+$623K	0.87%	27
2026 Q1	$1.39M	Buy	5,784 +1,406	+32%	+$353K	0.51%	47
2025 Q4	$1.1M	Buy	4,378 +627	+17%	+$157K	0.41%	58
2025 Q3	$962K	Buy	3,751 +107	+3%	+$26.2K	0.38%	66
2025 Q2	$876K	Buy	3,644 +167	+5%	+$36.4K	0.38%	60
2025 Q1	$703K	Buy	3,477 +2,168	+166%	+$463K	0.34%	72
2024 Q4	$271K	Buy	+1,309	New	+$274K	0.13%	120
2023 Q1	–	Sell	-7,695	Closed	-$1.12M	–	139
2022 Q4	$1.12M	Buy	+7,695	New	+$1.12M	0.95%	23
2021 Q2	$1.17M	Buy	6,737 +287	+4%	+$48.6K	0.98%	23
2021 Q1	$1.04M	Buy	+6,450	New	+$1.07M	0.97%	24

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

Firethorn Wealth Partners's MTUM Position: Q2 2026 in Review

Firethorn Wealth Partners increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 36% in Q2 2026, buying an estimated $623K and bringing the position to 7,871 shares worth $2.7M. The position accounts for 0.87% of the portfolio, ranked #27.

Firethorn Wealth Partners first reported a position in MTUM in Q1 2021 and has held it in 10 quarters since. 1,207 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Firethorn Wealth Partners held 7,871 shares of iShares MSCI USA Momentum Factor ETF worth $2.7M as of Q2 2026.
Firethorn Wealth Partners bought 2,087 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $623K.
iShares MSCI USA Momentum Factor ETF made up 0.87% of Firethorn Wealth Partners's portfolio in Q2 2026, its #27 holding.
Firethorn Wealth Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2021 and has held it in 10 quarters since.
1,207 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.