First Command Advisory Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

First Command Advisory Services’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	–	Sell	-10	Closed	-$2.4K	–	1281
2026 Q1	$2.4K	Buy	+10	New	+$2.51K	﹤0.01%	900
2024 Q1	–	Sell	-12	Closed	-$1.88K	–	642
2023 Q4	$1.88K	Hold	12	–	–	﹤0.01%	428
2023 Q3	$1.68K	Buy	+12	New	+$1.73K	﹤0.01%	410
2022 Q2	–	Sell	-1	Closed	–	–	120
2022 Q1	$0	Buy	+1	New	+$165	﹤0.01%	88

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

First Command Advisory Services's MTUM Position: Q2 2026 in Review

First Command Advisory Services sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026, closing a stake of 10 shares — an estimated $2.4K sold.

First Command Advisory Services first reported a position in MTUM in Q1 2022 and held it in 4 quarters. The position peaked at $2.4K in Q1 2026. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

First Command Advisory Services reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
First Command Advisory Services sold 10 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $2.4K.
First Command Advisory Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2022 and held it in 4 quarters.
First Command Advisory Services's iShares MSCI USA Momentum Factor ETF position peaked at $2.4K in Q1 2026.
1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.