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

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return