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 Q2	$564K	Buy	+6,580	New	+$491K	1%	34
2026 Q1	–	Sell	-3,624	Closed	-$227K	–	65
2025 Q4	$227K	Buy	+3,624	New	+$227K	0.54%	54
2025 Q3	–	Sell	-5,892	Closed	-$354K	–	68
2025 Q2	$354K	Sell	5,892 -88	-1%	-$4.8K	0.99%	33
2025 Q1	$302K	Buy	5,980 +3,924	+191%	+$210K	0.96%	35
2024 Q4	$106K	Buy	+2,056	New	+$108K	0.27%	78

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 22.9% 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 $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 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

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

FLP Wealth Management's MTUM Position: Q2 2026 in Review

FLP Wealth Management opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 6,580 shares worth $564K. The stake represents 1% of the portfolio and ranks #34 among its holdings. This is a return to the name: FLP Wealth Management previously reported a position in MTUM as recently as Q4 2025.

FLP Wealth Management first reported a position in MTUM in Q4 2024 and has held it in 5 quarters since. 1,215 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

FLP Wealth Management held 6,580 shares of iShares MSCI USA Momentum Factor ETF worth $564K as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new FLP Wealth Management position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 1% of FLP Wealth Management's portfolio in Q2 2026, its #34 holding.
FLP Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 5 quarters since.
1,215 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on FLP Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.