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Forefront Wealth Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Forefront Wealth Partners’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 		$238K Buy
+993
New +$250K 0.1% 143
2025
Q4 		– Sell
-37,777
Closed -$9.69M – 177
2025
Q3 		$9.69M Buy
37,777
+36,617
+3,157% +$8.97M 2.44% 6
2025
Q2 		$248K Buy
+1,160
New +$253K 0.17% 88

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

Forefront Wealth Partners's MTUM Position: Q1 2026 in Review

Forefront Wealth Partners opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2026: 993 shares worth $238K. The stake represents 0.1% of the portfolio and ranks #143 among its holdings. This is a return to the name: Forefront Wealth Partners previously reported a position in MTUM as recently as Q3 2025.

Forefront Wealth Partners first reported a position in MTUM in Q2 2025 and has held it in 3 quarters since. The position peaked at $9.69M in Q3 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Forefront Wealth Partners held 993 shares of iShares MSCI USA Momentum Factor ETF worth $238K as of Q1 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Forefront Wealth Partners position in Q1 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.1% of Forefront Wealth Partners's portfolio in Q1 2026, its #143 holding.
  • Forefront Wealth Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and has held it in 3 quarters since.
  • Forefront Wealth Partners's iShares MSCI USA Momentum Factor ETF position peaked at $9.69M in Q3 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.