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 Q2	$364K	Buy	1,063 +70	+7%	+$20.9K	0.11%	132
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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

SOMRS

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

Forefront Wealth Partners's MTUM Position: Q2 2026 in Review

Forefront Wealth Partners increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 7% in Q2 2026, buying an estimated $20.9K and bringing the position to 1,063 shares worth $364K. The position accounts for 0.11% of the portfolio, ranked #132.

Forefront Wealth Partners first reported a position in MTUM in Q2 2025 and has held it in 4 quarters since. The position peaked at $9.69M in Q3 2025. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Forefront Wealth Partners held 1,063 shares of iShares MSCI USA Momentum Factor ETF worth $364K as of Q2 2026.
Forefront Wealth Partners bought 70 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $20.9K.
iShares MSCI USA Momentum Factor ETF made up 0.11% of Forefront Wealth Partners's portfolio in Q2 2026, its #132 holding.
Forefront Wealth Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and has held it in 4 quarters since.
Forefront Wealth Partners's iShares MSCI USA Momentum Factor ETF position peaked at $9.69M in Q3 2025.
1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.