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FLP Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

FLP Wealth Management’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
Q1 		– Sell
-906
Closed -$227K – 65
2025
Q4 		$227K Buy
+906
New +$227K 0.54% 54
2025
Q3 		– Sell
-1,473
Closed -$354K – 68
2025
Q2 		$354K Sell
1,473
-22
-1% -$4.8K 0.99% 33
2025
Q1 		$302K Buy
1,495
+981
+191% +$210K 0.96% 35
2024
Q4 		$106K Buy
+514
New +$108K 0.27% 78

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

FLP Wealth Management's MTUM Position: Q1 2026 in Review

FLP Wealth Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2026, closing a stake of 906 shares — an estimated $227K sold.

FLP Wealth Management first reported a position in MTUM in Q4 2024 and held it in 4 quarters. The position peaked at $354K in Q2 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • FLP Wealth Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2026 after selling out during the quarter.
  • FLP Wealth Management sold 906 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $227K.
  • FLP Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and held it in 4 quarters.
  • FLP Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $354K in Q2 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on FLP Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.