Shah Wealth Advisors, LLC’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Shah Wealth Advisors, LLC’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	$16.7M	Buy	+48,732	New	+$14.5M	3.86%	10

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

Shah Wealth Advisors, LLC's MTUM Position: Q2 2026 in Review

Shah Wealth Advisors, LLC opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 48,732 shares worth $16.7M. The stake represents 3.86% of the portfolio and ranks #10 among its holdings.

837 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Shah Wealth Advisors, LLC held 48,732 shares of iShares MSCI USA Momentum Factor ETF worth $16.7M as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new Shah Wealth Advisors, LLC position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 3.86% of Shah Wealth Advisors, LLC's portfolio in Q2 2026, its #10 holding.
837 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Shah Wealth Advisors, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.