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First Pacific Financial’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

First Pacific Financial’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 		$10.6K Buy
+31
New +$9.25K ﹤0.01% 400
2025
Q4 		– Sell
-319
Closed -$81.7K – 556
2025
Q3 		$81.7K Sell
319
-80
-20% -$19.6K 0.01% 210
2025
Q2 		$95.9K Hold
399
– – 0.01% 205
2025
Q1 		$80.7K Sell
399
-16
-4% -$3.42K 0.02% 177
2024
Q4 		$85.9K Buy
+415
New +$86.9K 0.02% 183

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

First Pacific Financial's MTUM Position: Q2 2026 in Review

First Pacific Financial opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 31 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #400 among its holdings. This is a return to the name: First Pacific Financial previously reported a position in MTUM as recently as Q3 2025.

First Pacific Financial first reported a position in MTUM in Q4 2024 and has held it in 5 quarters since. The position peaked at $95.9K in Q2 2025. 489 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • First Pacific Financial held 31 shares of iShares MSCI USA Momentum Factor ETF worth $10.6K as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new First Pacific Financial position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of First Pacific Financial's portfolio in Q2 2026, its #400 holding.
  • First Pacific Financial first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 5 quarters since.
  • First Pacific Financial's iShares MSCI USA Momentum Factor ETF position peaked at $95.9K in Q2 2025.
  • 489 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.