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 Q3	$2.31M	Sell	7,294 -577	-7%	-$178K	0.74%	32
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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

MWP

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

Firethorn Wealth Partners's MTUM Position: Q3 2026 in Review

Firethorn Wealth Partners reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 7.3% in Q3 2026, selling an estimated $178K and leaving 7,294 shares worth $2.31M. The position accounts for 0.74% of the portfolio, ranked #32.

Firethorn Wealth Partners first reported a position in MTUM in Q1 2021 and has held it in 11 quarters since. The position peaked at $2.7M in Q2 2026. 141 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

Firethorn Wealth Partners held 7,294 shares of iShares MSCI USA Momentum Factor ETF worth $2.31M as of Q3 2026.
Firethorn Wealth Partners sold 577 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $178K.
iShares MSCI USA Momentum Factor ETF made up 0.74% of Firethorn Wealth Partners's portfolio in Q3 2026, its #32 holding.
Firethorn Wealth Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2021 and has held it in 11 quarters since.
Firethorn Wealth Partners's iShares MSCI USA Momentum Factor ETF position peaked at $2.7M in Q2 2026.
141 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Firethorn Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.